Simply Orthodontics 401(k) Retirement Plan
Sponsored by Simply Dental Management, Inc. · EIN 473738355 · Plan #001
- Total assets
- $6.5M
- Net assets
- $6.5M
- Active participants
- 349
- With balances
- 266
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 |
|---|---|---|
| First National Advisers, Llc CRD 277146 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $29,230 |
| First National Advisors Llc | Investment advisory (plan) | $17,480 |