AUMdb

Riverside Dental Group And Dental Associate Offices 401(k) Plan

Sponsored by Elias, Elliott, Lampasi, Fehn, Harris, And Nguyen A Dental Practice, I · EIN 330874160 · Plan #001

Total assets
$5.6M
Net assets
$5.6M
Active participants
114
With balances
137

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
Accelerate Investment Advisors Llc CRD 325859 deterministic · 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
Accelerate Investment Advisors Llc Investment advisory (plan) $18,870
Empower Advisory Group, Llc Investment management $17,829
Empower Annuity Insurance Company Recordkeeping fees $9,938
Planchec(k) Cpas Llc Accounting $5,947