AUMdb

Family & Cosmetic Gentle Denti 401(k) Profit Sharing Plan & Trust

Sponsored by Family & Cosmetic Gentle Denti · EIN 411225435 · Plan #003

Total assets
$3.8M
Net assets
$3.8M
Active participants
119
With balances
172

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
Pfg Investments, Llc CRD 116537 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Vanderbilt Advisory Services Investment advisory (participants) $30,938
Paychex, Inc. Recordkeeping $13,133