Mortenson Dental Partners Employee Stock Ownership Plan
Sponsored by Mortenson Family Dental Holdings, Inc. · EIN 451839908 · Plan #002
- Total assets
- $70.9M
- Net assets
- $70.9M
- Active participants
- 1,994
- With balances
- 1,885
Plan year beginning 01/01/2024 · Stock bonus
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Financial Group | Recordkeeping, Recordkeeping fees | $82,587 |
| Ti Trust | Trustee (institutional), Other fees | $40,000 |
| Prairie Capital Advisors | Valuation, Other fees | $39,500 |
| Cherry Bekaert Llp | Accounting, Other fees | $16,537 |
| Mcm Cpas & Advisors Llp | Accounting, Other fees | $5,000 |