AUMdb

Tend Dental, Inc 401(k) Plan

Sponsored by Tend Dental, Inc · EIN 831207802 · Plan #001

Total assets
$12.4M
Net assets
$12.4M
Active participants
700
With balances
516

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $24,502
Fidelity Investment Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $1,002
Strategic Advisors, Inc Investment advisory (plan) $12