Lightwave Dental Retirement Plan
Sponsored by Light Wave Dental Management, Llc · EIN 814033101 · Plan #001
- Total assets
- $53.7M
- Net assets
- $53.7M
- Active participants
- 1,736
- With balances
- 1,086
Plan year beginning 01/01/2024 · Total participant-directed account, 401(m) arrangement, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | Investment advisory (plan) | $89,627 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $86,726 |