AUMdb

Dental Depot 401(k) Plan

Sponsored by Dental Depot Dso, Llc · EIN 844189198 · Plan #004

Total assets
$10.6M
Net assets
$10.6M
Active participants
821
With balances
889

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
Stephens Group Asset Management, Llc CRD 288981 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $65,140
Stephens Group Asset Management Llc Investment advisory (plan) $29,268
Leafhouse Financial Advisors, Llc Other fees $1,794
Empower Advisory Group, Llc Investment management $747