# Apple Tree Dental 401(k) Plan
Source: https://planprovider.pro/companies/apple-tree-dental-401k-plan

> Apple Tree Dental's 401(k) plan: 262 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Apple Tree Dental

- **Sponsor EIN:** 363411437

- **Sponsor Address:** 2201 26TH AVENUE NW, MOUNDS VIEW, MN, 55112

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

- **Total Participants:** 262

- **Total Assets:** $14.3M

## 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|262|$14.3M|$421,510|$1.3M|

| 2023|263|$12.7M|$363,222|$1.1M|

| 2022|199|$8.5M|$276,275|$847,193|

## 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|

| REDPATH AND COMPANY LLC|Auditor|$14,500|—|$14,500|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [REDPATH AND COMPANY LLC](https://planprovider.pro/provider/redpath-and-company-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $14,500

- **Estimated Expense Ratio:** 0.101% 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|$56,889|$20,480|—|$14,500|—|

| 2023|$42,959|$25,000|—|—|—|

| 2022|$31,199|—|—|—|—|

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