AUMdb

Dan Rosen, D.D.S., A Professional Corporation Profit Sharing Plan

Sponsored by Dan Rosen, D.D.S., A Professional Corporation · EIN 911954811 · Plan #001

Total assets
Net assets
Active participants
10
With balances
19

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).

No Schedule C on file for this plan year.

Filing history

Plan year Assets Participants Source
01/01/2024 10 ack 20251010180940NAL0008564513001
01/01/2021 12 ack 20251010175500NAL0013071728001
01/01/2020 18 ack 20251010174823NAL0013068304001