Dickson Medical Associates Profit Sharing Plan
Sponsored by Dickson Medical Associates P.C. · EIN 620811691 · Plan #002
- Total assets
- $27.2M
- Net assets
- $27.2M
- Active participants
- 358
- With balances
- 693
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 |
|---|---|---|
| Stratos Wealth Advisors Llc CRD 283816 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stratos Wealth Advisors | Investment advisory (plan), Direct payment from the plan | $74,832 |
| Ascensus Llc | Other commissions, Recordkeeping fees, Other fees | $38,748 |