AUMdb

The Anderson Clinic Llc 401(k) Profit Sharing Plan

Sponsored by The Anderson Clinic, Llc · EIN 540885758 · Plan #002

Total assets
$30.9M
Net assets
$30.9M
Active participants
181
With balances
158

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
Nationwide Recordkeeping, Custodial (other) $2,199
Pollard & Associates Participant loan processing, Participant communication $2,100
Timothy Danehower Consulting (general), Investment advisory (plan) $0