Dx Mso Pllc 401(k) Profit Sharing Plan And Trust
Sponsored by Dx Mso Pllc · EIN 460933667 · Plan #001
- Total assets
- $2.0M
- Net assets
- $2.0M
- Active participants
- 117
- With balances
- 162
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 |
|---|---|---|
| Worthy Asset Management Llc CRD 142462 | fuzzy_auto · 94% | 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 Ins. Co. Of America | Recordkeeping fees | $11,671 |
| Erisa Services Inc | Contract administrator | $2,721 |
| Erisa Services, Inc. | Contract administrator | $2,721 |
| Woodbury Financial Services Inc. | Investment advisory (plan) | $2,559 |
| Woodbury Financial Services, Inc. | Investment advisory (plan) | $2,559 |
| Empower Annuity Ins Co. Of America | Recordkeeping fees | $2,559 |
| Empower Advisory Group, Llc | Investment management | $24 |
| Empower Advisory Group, Llc | Investment management | $24 |
| Erisa Services, Inc. | Other services | $0 |
| Lpl Financial Corporation | Other fees | $0 |