AUMdb

Dothan Pediatric Clinic, P.A. Profit Sharing Plan

Sponsored by Dothan Pediatric Clinic P.A. · EIN 630579356 · Plan #001

Total assets
$16.1M
Net assets
$16.1M
Active participants
133
With balances
110

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
Merrill Lynch Financial Services Investment advisory (participants), Investment management $22,381
Merrill Lynch Financial Services Investment advisory (participants), Investment management $17,000
Raymond James Financial Investment advisory (participants), Investment management $8,803
John Hancock Retirement Plan Servic Investment advisory (participants), Investment management $5,147

Filing history

Plan year Assets Participants Source
01/01/2024 $16.1M 133 ack 20250915083656NAL0002501922001
01/01/2021 $15.6M 137 ack 20250915082640NAL0000569859001