West Michigan Dermatology Retirement Savings Plan
Sponsored by West Michigan Dermatology · EIN 382561981 · Plan #002
- Total assets
- $13.5M
- Net assets
- $13.5M
- Active participants
- 121
- With balances
- 144
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 |
|---|---|---|
| Bluewater Asset Management, Llc CRD 329406 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bluewater Asset Management | Investment management, Investment management fees (direct) | $38,567 |
| Penserv Plan Services, Inc. | Recordkeeping, Recordkeeping fees | $8,445 |
| Mg Trust Company, Llc | Custodial (securities), Recordkeeping fees | $5,749 |