Atlanta Dental Supply Company Employees Retirement Plan And Trust
Sponsored by Atlanta Dental Supply Company · EIN 581402148 · Plan #001
- Total assets
- $18.5M
- Net assets
- $18.5M
- Active participants
- 185
- With balances
- 146
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 |
|---|---|---|
| International Assets Advisory, Llc CRD 10645 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $37,505 |
| International Assets Advisory, Llc | Investment advisory (plan) | $30,761 |
| Leafhouse Financial Advisors, Llc | Investment advisory (plan) | $19,913 |
| Futureplan By Ascensus | Recordkeeping, Participant loan processing, Recordkeeping fees | $5,188 |
| Transamerica Trust Company | Trustee (institutional) | $167 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $2 |