AUMdb

Benco Dental Supply Co. 401(k) Plan

Sponsored by Benco Dental Supply Co. · EIN 232718942 · Plan #002

Total assets
$261M
Net assets
$261M
Active participants
1,527
With balances
1,928

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
Cambridge Investment Research Advisors, Inc. CRD 134139 fuzzy_auto · 97% 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 Recordkeeping, Participant loan processing, Direct payment from the plan $107,757
Cambridge Investment Research Inc Investment advisory (plan) $49,632
Mcgladrey Llp Accounting $26,250
Empower Advisory Group, Llc Investment advisory (participants), Investment management, Direct payment from the plan $17,476
Charles Schwab & Co., Inc. Securities brokerage, Direct payment from the plan, Shareholder servicing fees $70
Tbs Agency Inc Other commissions $0