AUMdb

Smile Doctors Retirement Plan

Sponsored by Smile Doctors Llc · EIN 473435755 · Plan #001

Total assets
$51.5M
Net assets
$51.5M
Active participants
3,668
With balances
1,580

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
Ameritas Life Insurance Corp Claims processing, Contract administrator, Plan administrator $128,928
Charles Schwab Bank Custodial (securities), Participant loan processing, Direct payment from the plan $9,054
Baker Tilly Virchow Krause, Llp Accounting, Direct payment from the plan $7,383