Slocum Dickson Medical Group, Pllc Retirement Plan
Sponsored by Slocum Dickson Medical Group, Pllc · EIN 200362623 · Plan #002
- Total assets
- $87.1M
- Net assets
- $87.1M
- Active participants
- 413
- With balances
- 581
Plan year beginning 04/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ascent Wealth Partners, Llc CRD 158898 | deterministic · 100% | 2024 |
| Birch Wealth, Inc. CRD 304727 | deterministic · 100% | 2024 |
| Hfr Wealth Management, Llc CRD 106913 | deterministic · 100% | 2024 |
| Makrod Investment Associates Inc CRD 110325 | deterministic · 100% | 2024 |
| Strategic Financial Services, Inc. CRD 109677 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nbt Bancorp, N.A. | Trustee (institutional) | $301,408 |
| Makrod Investment Associates | Investment advisory (plan) | $48,738 |
| Strategic Financial Services | Investment advisory (plan) | $31,181 |
| Ascent Wealth Partners, Llc | Investment management | $28,479 |
| Birch Wealth Inc | Investment advisory (plan) | $10,869 |
| Hfr Wealth Management Llc | Investment advisory (plan) | $10,782 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $63 |
| Charles Schwab Trust Bank | Custodial (securities), Float revenue | $16 |
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $0 |