Axpm Dental Management, Llc 401(k) Plan
Sponsored by Axpm Dental Management, Llc · EIN 474279679 · Plan #001
- Total assets
- $23.6M
- Net assets
- $23.6M
- Active participants
- 854
- With balances
- 824
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 |
|---|---|---|
| Capital Analysts, Llc CRD 162200 | deterministic · 100% | 2024 |
| Lincoln Investment Planning, Llc CRD 519 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $79,443 |
| Capital Analysts | Investment advisory (plan), Consulting fees | $21,625 |
| Lincoln Investments | Investment advisory (plan), Consulting fees | $12,944 |