North Valley Endodontics P.A. 401(k) Profit Sharing Plan
Sponsored by North Valley Endodontics P.A. · EIN 860799974 · Plan #002
- Total assets
- $4.2M
- Net assets
- $4.2M
- Active participants
- 98
- With balances
- 117
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 |
|---|---|---|
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $29,387 |
| Wells Fargo Advisors Financial Netw | Recordkeeping, Trustee (institutional), Other services | $19,208 |
| Adp Broker Dealer | Other services, Other fees, Sub-transfer agency fees | $0 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $4.2M | 98 | ack 20250829051930NAL0018907792001 |
| 01/01/2021 | $3.7M | 91 | ack 20250210094335NAL0031507424001 |