Plan Snapshot
- Plan Sponsor: Apex Dental Partners
- Sponsor EIN: 471208403
- Sponsor Address: 15660 DALLAS PARKWAY, DALLAS, TX, 75248
- Plan Type: 401(k)
- Total Participants: 642
- Total Assets: $16.2M
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 | 642 | $16.2M | $983,789 | $2.2M |
| 2023 | 576 | $12.9M | $887,077 | $2.0M |
| 2022 | 581 | $9.3M | $746,600 | $1.6M |
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 |
|---|---|---|---|---|
| SEIDEL SCHROEDER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SEIDEL SCHROEDER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $55,793 | — | $55,793 | — | — |
| 2023 | $62,366 | $24,817 | $33,949 | — | — |
| 2022 | $81,956 | — | $79,706 | — | $2,250 |