Atlas Dental Group 401(k) Plan
Sponsored by Atlas Dental Group Llc · EIN 475476383 · Plan #001
- Total assets
- $8.5M
- Net assets
- $8.5M
- Active participants
- 130
- With balances
- 132
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 |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 98% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $30,216 |
| Pension Plan Specialists Pc | Contract administrator, Other services, Direct payment from the plan | $4,211 |
| Cambridge Investment Research Advis | Investment advisory (plan), Other fees | $0 |
| Morningstar Investment Management | Investment advisory (participants), Consulting fees | $0 |