Dentistry@Vcu 401(k) Retirement Plan
Sponsored by Dentistry Vcu · EIN 541590300 · Plan #001
- Total assets
- $14.8M
- Net assets
- $14.8M
- Active participants
- 186
- With balances
- 204
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 |
|---|---|---|
| Sima Retirement Solutions, Llc CRD 286030 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sima Retirement Solutions, Llc | Investment advisory (participants) | $46,605 |
| Newport Group, Inc. | Recordkeeping, Investment advisory (plan), Participant loan processing | $6,518 |
| Newport Trust Company | Trustee (institutional), Trustee (directed) | $5,326 |