Marietta Dermatology Associates, P.A. 401 K Profit Sharing Plan
Sponsored by Marietta Dermatology Associates, P.A. · EIN 581132160 · Plan #002
- Total assets
- $25.7M
- Net assets
- $25.7M
- Active participants
- 143
- With balances
- 300
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment management, Securities brokerage, Securities brokerage commissions | $32,571 |
| Wells Fargo Fund Management Llc | Investment management, Securities brokerage, Securities brokerage commissions | $27,283 |
| Futureplan By Ascensus | Recordkeeping, Consulting (pension), Participant loan processing | $21,981 |
| John Hancock Usa | Recordkeeping, Investment management, Sub-transfer agency fees | $18,856 |
| Rockefeller Group At Morgan Stanley | Investment management, Securities brokerage, Securities brokerage commissions | $13,379 |
| Charles Schwabb | Investment management, Securities brokerage, Securities brokerage commissions | $6,793 |