Affinity Dental 401 K Retirement Plan
Sponsored by Affinity Dental · EIN 821866847 · Plan #001
- Total assets
- $20.0M
- Net assets
- $20.0M
- Active participants
- 178
- With balances
- 183
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 |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Recordkeeping, Participant loan processing, Direct payment from the plan | $55,102 |
| The Benefit Practice | Recordkeeping, Participant loan processing, Recordkeeping fees | $3,967 |
| Raymond James & Assoc Inc | Investment advisory (plan) | $0 |