Advanced Dermatology Associates, Ltd. 401(k) Plan
Sponsored by Advanced Dermatology Associates, Ltd. · EIN 231855600 · Plan #001
- Total assets
- $29.8M
- Net assets
- $29.8M
- Active participants
- 102
- With balances
- 124
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 Smith Barney Llc | Recordkeeping, Custodial (securities), Investment advisory (plan) | $49,448 |
| The Vanguard Group, Inc. | Recordkeeping fees | $13,479 |
| Limestone Pension Associates, Llc | Contract administrator | $3,525 |