AUMdb

Delta Dental Of Missouri 401(k) Plan

Sponsored by Delta Dental Of Missouri · EIN 430908349 · Plan #002

Total assets
$40.1M
Net assets
$40.0M
Active participants
239
With balances
304

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Epic Retirement Plan Services Recordkeeping, Participant loan processing, Participant communication $23,800
Moneta Group Llc Investment advisory (plan) $7,541
Charles Schwab Trust Bank Custodial (securities), Float revenue $0
Charles Schwab & Co., Inc. Shareholder servicing fees $0