DSM Financial

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

961

Total plan assets

$173.9M

Filings (rows)

Direct comp

$8K

Indirect comp

$51K

SERVICES PROVIDED

Advisor / Consultant2

TPA / Administrator1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Baker Mechanical, Inc. Baker Group 401(k) and Employee Stock Ownership Plan · all filings	ANKENY, IA	Advisor / Consultant	390	$114.5M	$0	$28K
Baker Mechanical, Inc. Baker Group 401(k) and Employee Stock Ownership Plan · all filings	ANKENY, IA	Advisor / Consultant	371	$59.4M	$0	$23K
National Storage Affiliates Securcare Management Employee Benefits Plan · all filings	GREENWOOD VILLAGE, CO	TPA / Administrator	200	—	$8K	$0