Summit Dental Consulting 401(k) Profit Sharing Plan
Sponsored by Summit Dental Management, S.C. · EIN 391990304 · Plan #001
- Total assets
- $63.0M
- Net assets
- $62.9M
- Active participants
- 543
- With balances
- 513
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 |
|---|---|---|
| Orgel Wealth Management, Llc CRD 168219 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Orgel Wealth Management | Investment advisory (participants), Investment advisory (plan) | $85,840 |
| Wipfli Llp | Plan administrator, Recordkeeping | $81,752 |
| Clifton Larson Allen Llp | Accounting | $8,400 |