Spring Dental 401(k) Plan
Sponsored by Spring Dental · EIN 843938327 · Plan #001
- Total assets
- $3.8M
- Net assets
- $3.8M
- Active participants
- 799
- With balances
- 1,233
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 |
|---|---|---|
| Soltis Investment Advisors, Llc CRD 154690 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Soltis Investment Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $48,666 |
| Professional Capital Services, Llc | Contract administrator, Recordkeeping | $33,667 |