Doc Maintenance, Inc. 401(k) Plan
Sponsored by Doc Maintenance, Inc. · EIN 202048005 · Plan #001
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2025 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Jones Gregg Financial, Llc CRD 145143 | deterministic · 100% | 2025 |
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2025 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2025 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins. Co Of America | Recordkeeping fees | $17,685 |
| Jones Gregg Financial, Llc | Investment advisory (plan) | $9,612 |
| Commonwealth Equity Services Llc | Investment advisory (plan) | $2,554 |
| Empower Advisory Group, Llc | Investment management | $1,639 |
| Pentegra Services, Inc. | Contract administrator | $1,590 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2025 | $0 | 0 | ack 20251007125633NAL0007919664001 |
| 01/01/2024 | $6.4M | 341 | ack 20251007111112NAL0002609539001 |