AUMdb

Dhillon Healthcare Group 401(k) Plan

Sponsored by Dhillon Healthcare Group · EIN 842873583 · Plan #001

Total assets
$7.5M
Net assets
$7.5M
Active participants
383
With balances
208

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
Lpl Financial Llc CRD 6413 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Lpl Financial Rpcp Investment advisory (plan), Direct payment from the plan $24,581
Ascensus Llc Other fees, Participant loan processing, Recordkeeping $4,860

Filing history

Plan year Assets Participants Source
01/01/2024 $7.5M 383 ack 20251015192939NAL0005478097001
01/01/2021 $2.2M 173 ack 20250117161603NAL0025379057001