AUMdb

Dental Dreams 401(k) Plan

Sponsored by Kos Services, Llc · EIN 208757725 · Plan #001

Total assets
$4.1M
Net assets
$3.8M
Active participants
597
With balances
462

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
Cetera Investment Advisers Llc CRD 105644 fuzzy_auto · 98% 2024

Service providers

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

Provider Services Direct comp
Cetera Investment Advisors, Llc Investment advisory (participants) $19,495
Nationwide Investment advisory (participants) $13,464
Cetera Retirement Plan Specialists Consulting (pension) $5,525