AUMdb

Elevate Dental Partners 401 K Plan

Sponsored by Elevate Dental Partners, Llc · EIN 833712526 · Plan #001

Total assets
$7.6M
Net assets
$7.6M
Active participants
344
With balances
228

Plan year beginning 01/01/2024 · 401(k)

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
Edward Jones Recordkeeping, Trustee (institutional), Other services $25,897
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $2,460