AUMdb

Fariborz Rodef Dds, Inc. 401(k) Plan

Sponsored by Fariborz Rodef Dds, Inc. · EIN 320012113 · Plan #001

Total assets
$8.0M
Net assets
$8.0M
Active participants
327
With balances
185

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Transamerica Life Insurance Company Recordkeeping, Participant loan processing, Investment management fees (indirect) $5,857
Hicks Pension Services Fresno Recordkeeping, Participant loan processing, Recordkeeping fees $3,375