AUMdb

Western Dental Services, Inc. 401(k) Plan

Sponsored by Western Dental Services, Inc. · EIN 330065869 · Plan #001

Total assets
$154M
Net assets
$154M
Active participants
6,152
With balances
6,219

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
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Voya Institutional Plan Services Employee (plan), Participant loan processing, Recordkeeping fees $455,607
Morgan Stanley Investment advisory (participants) $127,538