AUMdb

Eastern Smiles 401(k) Plan

Sponsored by Eastern Smiles Opco, Llc · EIN 851460037 · Plan #001

Total assets
$7.7M
Net assets
$7.7M
Active participants
389
With balances
384

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).

Provider Services Direct comp
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $53,032
Usi Securities Inc Insurance agents and brokers, Insurance services, Insurance brokerage commissions $22,944