AUMdb

Sellers, Dorsey & Associates, Llc 401(k) Plan

Sponsored by Sellers, Dorsey & Associates, Llc · EIN 251874383 · Plan #001

Total assets
$25.8M
Net assets
$25.8M
Active participants
223
With balances
277

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
Cetera Investment Advisers Llc CRD 105644 fuzzy_auto · 98% 2024

Service providers

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

Provider Services Direct comp
Cetera Investment Advisors Investment advisory (plan), Direct payment from the plan $53,834
The Vanguard Group, Inc. Other fees, Direct payment from the plan, Recordkeeping $26,540