Sage Dental 401(k) Plan
Sponsored by Sage Dental Management, Llc · EIN 134216896 · Plan #001
- Total assets
- $15.7M
- Net assets
- $15.7M
- Active participants
- 1,688
- With balances
- 1,395
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Mml Investors Services, Llc CRD 10409 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $93,198 |
| Global Retirement Partners Llc | Investment advisory (plan) | $32,011 |
| Mml Investor Services Llc | Investment advisory (plan) | $5,129 |