Atlantic Dental Care 401(k) Profit Sharing Plan
Sponsored by Atlantic Dental Care, Plc · EIN 455402141 · Plan #001
- Total assets
- $89.2M
- Net assets
- $89.2M
- Active participants
- 833
- With balances
- 798
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 |
|---|---|---|
| Wellington Consulting Services Inc CRD 105837 | fuzzy_auto · 99% | 2024 |
| Steigerwald, Gordon & Koch Inc. CRD 111685 | fuzzy_auto · 97% | 2024 |
| Corient Private Wealth Lp CRD 319448 | deterministic · 100% | 2024 |
| Cerity Partners Llc CRD 151559 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wellington Consulting Service, Inc. | Investment advisory (participants), Investment advisory (plan), Investment management | $192,198 |
| Steigerwald Gordon & Koch | Investment advisory (participants) | $7,861 |
| Charles Schwab & Co., Inc. | Securities brokerage | $4,894 |
| Corient Private Wealth Llc | Investment advisory (participants) | $2,914 |
| Wellington Retirement Solutions,Inc | Recordkeeping | $2,470 |
| Cerity Partners Llc | Investment advisory (participants) | $2,406 |