So. Cal. Dental Partners, Inc. Retirement Plan
Sponsored by So. Cal. Dental Partners, Inc. · EIN 223872991 · Plan #001
- Total assets
- $3.9M
- Net assets
- $3.9M
- Active participants
- 123
- With balances
- 163
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
| Worthy Asset Management Llc CRD 142462 | fuzzy_auto · 94% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Osaic Wealth Inc | Investment advisory (plan) | $14,227 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $12,799 |
| Woodbury Financial Services Inc | Investment advisory (plan) | $2,541 |
| Empower Advisory Group, Llc | Investment management | $1,423 |