The Doctors Management Company 401(k) Savings Plan
Sponsored by The Doctors Management Company · EIN 952958888 · Plan #002
- Total assets
- $313M
- Net assets
- $313M
- Active participants
- 839
- With balances
- 1,100
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Callan Llc CRD 107687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $66,371 |
| Callan Llc | Investment advisory (plan) | $40,000 |
| Ernst & Young Us Llp | Accounting | $33,900 |
| Wells Fargo Advisors | Consulting (general) | $18,750 |
| Littler Mendelson, Pc | Legal | $6,293 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$250,792 |