# Advanced Dental Brands LLC 401(k) Plan
Source: https://planprovider.pro/companies/advanced-dental-brands-llc-401k-plan

> Advanced Dental Brands LLC's 401(k) plan: 328 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Advanced Dental Brands LLC

- **Sponsor EIN:** 473518084

- **Sponsor Address:** 500 CHAPMAN STREET - SUITE 201, CANTON, MA, 02021

- **Plan Type:** 401(k)

- **Total Participants:** 328

- **Total Assets:** $4.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|328|$4.5M|$0|$840,311|

| 2023|322|$3.4M|$0|$748,034|

| 2022|285|$2.4M|$0|$569,383|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| MERRILL LYNCH - EPS|RIA, IA|$6,216|—|$6,216|

| MERRILL LYNCH - FAS|RIA, IA|$6,216|—|$6,216|

| WS CPAS, P.C.|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $12,432

- **Estimated Expense Ratio:** 0.275% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$38,191|$12,431|$23,765|—|—|

| 2023|$25,341|$8,371|$15,985|—|—|

| 2022|$21,440|$6,965|$13,445|—|$1,030|

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