Mortenson Dental Partners 401(k) Plan
Sponsored by Mortenson Family Dental Holdings, Inc. · EIN 451839908 · Plan #003
- Total assets
- $62.0M
- Net assets
- $61.9M
- Active participants
- 2,130
- With balances
- 2,147
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Investment advisory (plan), Participant loan processing | $148,342 |
| Creative Planning, Llc | Investment advisory (plan), Direct payment from the plan | $66,338 |