AUMdb

Dayton Physicians, Llc Profit Sharing 401(k) Plan

Sponsored by Dayton Physicians, Llc · EIN 203130844 · Plan #001

Total assets
$59.2M
Net assets
$59.2M
Active participants
317
With balances
490

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
Bank Of America Na Investment advisory (plan) $56,019
Transamerica Retirement Solutions, Recordkeeping, Participant loan processing, Investment management fees (indirect) $46,640
My Benefits, Llc Recordkeeping, Participant loan processing, Recordkeeping fees $13,579
Esler & Vanderschaaff Co Lpa Legal $5,516