Plum Dental Group, L.L.C. 401(k) Profit Sharing Plan
Sponsored by Plum Dental Group, L.L.C. · EIN 821566002 · Plan #001
- Total assets
- $8.2M
- Net assets
- $8.2M
- Active participants
- 264
- With balances
- 183
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 |
|---|---|---|
| Essex Financial Services, Inc. CRD 127549 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins. Co. Of America | Recordkeeping fees | $19,553 |
| Essex Financial Services Inc. | Investment advisory (plan) | $18,257 |