Maine Dartmouth Family Medicine Residency 403(b) Plan
Sponsored by Maine Dartmouth Family Medicine Residency · EIN 010369195 · Plan #001
- Total assets
- $29.2M
- Net assets
- $29.2M
- Active participants
- 123
- With balances
- 174
Plan year beginning 07/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ep Wealth Advisors, Llc. CRD 111147 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ep Wealth Advisors | Investment advisory (plan), Other services, Investment management fees (direct) | $77,155 |
| Ascensus | Recordkeeping, Participant loan processing, Direct payment from the plan | $18,840 |
| Berry Dunn Mcneil & Parker, Llc | Accounting | $12,000 |