AUMdb

Dent Neurologic Group 401(k) Plan

Sponsored by Dent Neurologic Group · EIN 161582336 · Plan #001

Total assets
$52.2M
Net assets
$52.2M
Active participants
517
With balances
657

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
Lawley Retirement Advisors, Llc CRD 282786 deterministic · 100% 2024
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $39,105
Lawley Retirement Advisors Llc Investment advisory (plan) $25,000
Freed Maxick Cpas, Pc Accounting $16,696
Strategic Advisors, Inc. Investment advisory (plan) $7,911