American Dental Partners, Inc. Savings And Retirement Plan
Sponsored by American Dental Partners, Inc. · EIN 043297858 · Plan #001
- Total assets
- $59.5M
- Net assets
- $59.5M
- Active participants
- 565
- With balances
- 896
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 |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | 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 |
|---|---|---|
| Fiducient Advisors Llc | Investment advisory (plan) | $40,000 |
| Mh Cpa Llc | Accounting | $21,000 |
| Empower Advisory Group, Llc | Investment management | $12,249 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $641 |