Apex Dental Partners 401(k) Plan
Sponsored by Apex Dental Partners · EIN 471208403 · Plan #001
- Total assets
- $16.2M
- Net assets
- $16.2M
- Active participants
- 642
- With balances
- 321
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Life Insurance | Investment advisory (participants), Other insurance wrap fees, Sub-transfer agency fees | $28,282 |
| Ubs Financial Services Inc | Investment advisory (participants) | $24,426 |