Smile Design Dentistry 401(k) Savings Plan
Sponsored by Smile Design Dentistry Of St. Pete, Llc · EIN 272835025 · Plan #001
- Total assets
- $9.3M
- Net assets
- $9.3M
- Active participants
- 501
- With balances
- 249
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 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services Inc | Investment advisory (plan) | $17,897 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $15,009 |
| Retirement Solutions Specialsits | Contract administrator | $8,051 |
| Florida Retirement Consultants, Llc | Contract administrator | $3,804 |
| Empower Advisory Group, Llc | Investment management | $945 |
| Morgan Stanley Insurance Services I | Other commissions | $0 |