Dickson Diveley Midwest Orthopaedic Clinic, Llc 401(k) Profit Sharing Plan
Sponsored by Dickson Diveley Midwest Orthopaedic Clinic, Llc · EIN 431424154 · Plan #001
- Total assets
- $57.7M
- Net assets
- $57.7M
- Active participants
- 596
- With balances
- 702
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 |
|---|---|---|
| Intellicents Investment Solutions Inc CRD 107498 | fuzzy_auto · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $81,698 |
| Intellicents Investment Solutions I | Investment advisory (plan) | $42,000 |
| Empower Advisory Group, Llc | Investment management | $22,238 |
| Capital Management Services, Inc. | Securities brokerage | $7,835 |