Espire Dental 401(k) Plan
Sponsored by Espire Dental Practice, Llc · EIN 455435065 · Plan #001
- Total assets
- $17.2M
- Net assets
- $17.2M
- Active participants
- 360
- With balances
- 239
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 |
|---|---|---|
| Synergy Financial Partners, Llc CRD 305287 | fuzzy_auto · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Synergy Fincancial Partners | Investment advisory (plan) | $39,424 |
| Empower Advisory Group, Llc | Investment management | $27,671 |
| Tpa Services Inc | Contract administrator | $16,609 |
| Envestnet Retirement Solutions, Llc | Other fees | $7,885 |
| Great West Life & Annuity Insurance | Recordkeeping fees | $0 |