Cvdc 401(k) Plan
Sponsored by Central Virginia Dental Care, Plc · EIN 813793901 · Plan #001
- Total assets
- $97.3M
- Net assets
- $97.3M
- Active participants
- 726
- With balances
- 758
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 |
|---|---|---|
| Wellington Consulting Services Inc CRD 105837 | deterministic · 100% | 2024 |
| Signature Investment Advisors, Llc CRD 160715 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wellington Consulting Services, Inc | Investment advisory (participants), Investment advisory (plan), Investment management | $210,462 |
| Signature Investment Advisors | Investment advisory (participants), Investment advisory (plan), Investment management | $14,260 |
| Charles Schwab & Co., Inc. | Securities brokerage | $4,690 |
| Wellington Retirement Solutions,Inc | Recordkeeping | $1,333 |