AUMdb

Dothouse Health 403(b) Retirement Plan

Sponsored by Dothouse Health · EIN 237125970 · Plan #001

Total assets
$17.0M
Net assets
$17.0M
Active participants
298
With balances
316

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Sentinel Pension Advisors, Llc CRD 109901 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Sentinel Benefits Group, Inc. Recordkeeping, Participant loan processing, Direct payment from the plan $48,045
Sentinel Pension Advisors, Inc. Investment advisory (plan), Direct payment from the plan $29,924