42 North Dental, Llc 401(k) Plan
Sponsored by 42 North Dental, Llc · EIN 043339878 · Plan #001
- Total assets
- $60.4M
- Net assets
- $60.4M
- Active participants
- 1,662
- With balances
- 1,726
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 |
|---|---|---|
| Sageview Advisory Group, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sageview Advisory Group Llc | Investment advisory (plan) | $93,151 |
| Caron & Bletzer, Pllc | Accounting, Other services | $14,800 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $11,871 |