AUMdb

Wasatch Pediatrics, Inc. 401(k) Profit Sharing Plan

Sponsored by Wasatch Pediatrics, Inc. · EIN 870550275 · Plan #001

Total assets
$68.8M
Net assets
$68.8M
Active participants
189
With balances
281

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
D.A. Davidson & Co. CRD 199 fuzzy_auto · 98% 2024

Service providers

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

Provider Services Direct comp
D. A. Davidson & Company Investment advisory (plan), Direct payment from the plan $50,000
Ascensus Llc Other fees, Participant loan processing, Recordkeeping fees $15,633