Chestnut Dental Associates, P.C. Profit Sharing Plan
Sponsored by Chestnut Dental Associates, P.C. · EIN 042629568 · Plan #001
- Total assets
- $27.5M
- Net assets
- $27.5M
- Active participants
- 138
- With balances
- 122
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 |
|---|---|---|
| Sentinel Pension Advisors, Llc CRD 109901 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sentinel Pension Advisors | Investment advisory (plan), Direct payment from the plan | $30,888 |
| Sentinel Benefits Group, Inc. | Recordkeeping, Participant loan processing, Direct payment from the plan | $30,227 |
| National Financial Services Llc | Custodial (securities), Direct payment from the plan | $10,295 |