Sga Dental Partners Opco Llc 401(k) Profit Sharing Plan
Sponsored by Sga Dental Partners Opco Llc · EIN 824860963 · Plan #001
- Total assets
- $14.2M
- Net assets
- $14.2M
- Active participants
- 1,396
- With balances
- 771
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 |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cambridge Investment Research Inc | Investment advisory (plan) | $45,085 |
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $5,406 |
| Siegel Actuarial Consultants, Inc. | Contract administrator | $4,462 |