AUMdb

Five Point Dental Specialists Retirement Plan

Sponsored by Five Point Dental Specialists, Inc · EIN 831695888 · Plan #001

Total assets
$13.1M
Net assets
$13.1M
Active participants
394
With balances
415

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Raymond James Investment advisory (plan) $33,499
Empower Annuity Insurance Company Recordkeeping fees $17,204