Affiliated Dermatology 401(k) Plan
Sponsored by Richard Lee Averitte, Jr., Pllc Dba Affiliated Dermatology · EIN 743037351 · Plan #001
- Total assets
- $8.1M
- Net assets
- $8.1M
- Active participants
- 148
- With balances
- 277
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 |
|---|---|---|
| Bayntree Wealth Advisors, Llc CRD 226708 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bayntree Wealth Advisors, Llc | Investment advisory (plan) | $27,641 |
| Ascensus Holdings Inc. Dba Futurepl | Actuarial | $4,855 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $2,588 |
| Empower Advisory Group, Llc | Investment management | $1,405 |