AUMdb

Domha 401(k) Plan

Sponsored by Deer Oaks Mental Health Associates, Pc And Affiliated Entities · EIN 742732391 · Plan #001

Total assets
$8.0M
Net assets
$8.0M
Active participants
509
With balances
477

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
Commonwealth Equity Services, Llc CRD 8032 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $44,980
Commonwealth Financial Network Investment advisory (plan), Direct payment from the plan $12,406