Ocean Dental Corporate Office, Inc. Employees Savings Trust
Sponsored by Ocean Dental Corporate Office, Inc. · EIN 562445061 · Plan #001
- Total assets
- $5.2M
- Net assets
- $5.2M
- Active participants
- 109
- With balances
- 156
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 |
|---|---|---|
| Valic Retirement Services Co. | Custodial (securities), Investment advisory (participants), Investment management | $24,535 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $12,236 |