AUMdb

Doctor's Data Inc. Profit Sharing Plan

Sponsored by Doctors Data Inc. · EIN 930941625 · Plan #001

Total assets
$9.8M
Net assets
$9.8M
Active participants
147
With balances
165

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 $5,254
Adp Broker Dealer Other services, Other fees $0
Morgan Stanley Smith Barney Llc Other services, Other fees $0
Morgan Stanley Smith Barney Llc Other services, Other fees $0