AUMdb

Clearchoice Dental Implant Centers 401(k) Profit Sharing Plan And Trust

Sponsored by Clearchoice Management Services, Llc · EIN 203648245 · Plan #001

Total assets
$26.4M
Net assets
$26.4M
Active participants
393
With balances
572

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
T. Rowe Price Japan, Inc. CRD 290585 fuzzy_auto · 93% 2024
Capfinancial Partners, Llc CRD 175112 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
T Rowe Price Rps Inc Recordkeeping, Trustee (institutional), Trustee (directed) $57,082
Capfinancial Partners Llc Consulting (general), Investment advisory (plan), Direct payment from the plan $52,000