AUMdb

California Dental Association 401(k) Plan

Sponsored by California Dental Association · EIN 952822367 · Plan #002

Total assets
$67.3M
Net assets
$67.3M
Active participants
253
With balances
395

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
Wilshire Advisors Llc CRD 6210 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $99,676
Wilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0