Pacific Dental Services, Llc 401(k) Plan
Sponsored by Pacific Dental Services, Llc · EIN 330681491 · Plan #001
- Total assets
- $565M
- Net assets
- $565M
- Active participants
- 14,564
- With balances
- 18,962
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 |
|---|---|---|
| Sageview Advisory Group, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Contract administrator, Participant loan processing, Direct payment from the plan | $1,164,687 |
| Pension Benefits Unlimited,Inc | Consulting (pension), Other services, Direct payment from the plan | $370,015 |
| Windes, Inc | Accounting, Direct payment from the plan | $38,762 |
| Sageview Advisory Group, Llc | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $33,510 |