Apple Tree Dental 401(k) Plan
Sponsored by Apple Tree Dental · EIN 363411437 · Plan #001
- Total assets
- $14.3M
- Net assets
- $14.3M
- Active participants
- 262
- With balances
- 240
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 | $21,909 |
| Francis Investment Counsel Llc | Recordkeeping, Trustee (institutional), Other services | $20,480 |
| Redpath And Company Llc | Recordkeeping, Consulting (pension), Direct payment from the plan | $14,500 |