Gen4 Dental Partners 401(k) Retirement Plan
Sponsored by Gen4 Dental Partners Opco, Llc · EIN 862821806 · Plan #001
- Total assets
- $33.4M
- Net assets
- $33.4M
- Active participants
- 1,646
- With balances
- 1,582
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Alera Investment Advisors, Llc CRD 287906 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $152,411 |
| Global Retirement Partners Llc | Investment advisory (plan) | $58,714 |
| Kimberlin Company, Pllc | Accounting | $11,000 |
| Alera Investment Advisors Llc | Investment advisory (plan) | $9,491 |