AUMdb

Drfirst.Com, Inc 401(k) Plan

Sponsored by Drfirst.Com, Inc. · EIN 522212902 · Plan #001

Total assets
$41.9M
Net assets
$41.9M
Active participants
396
With balances
546

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $82,620
Nfp Retirement Inc Investment advisory (plan) $48,750