AUMdb

Brookbeam Dental Holdings, Llc 401(k) Plan

Sponsored by Brookbeam Dental Holdings, Llc · EIN 475109435 · Plan #001

Total assets
$8.4M
Net assets
$8.4M
Active participants
190
With balances
221

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $37,333
Park Avenue Securities, Llc Recordkeeping, Trustee (institutional), Other services $36,483
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0