# Beacon Oral Specialists Management LLC DC Plan
Source: https://planprovider.pro/companies/beacon-oral-specialists-management-llc-plan

> Beacon Oral Specialists Management LLC's DC plan: 1,053 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Beacon Oral Specialists Management LLC

- **Sponsor EIN:** 851997699

- **Sponsor Address:** 12770 MERIT DRIVE, SUITE 800, DALLAS, TX, 75251

- **Plan Type:** DC

- **Total Participants:** 1,053

- **Total Assets:** $54.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|1,053|$54.0M|$2.2M|$4.3M|

| 2023|954|$41.7M|$1.6M|$3.5M|

| 2022|977|$32.7M|$1.5M|$2.5M|

## 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|

| LINCOLN NATIONAL CORPORATION|RECORDKEEPTER|$195,219|—|$195,219|

| COMMONWEALTH FINANCIAL NETWORK|BROKER|$92,589|—|$92,589|

| CARON & BLETZER, PLLC|AUDITOR|$35,250|—|$35,250|

### Verified Provider Profiles

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

- [LINCOLN NATIONAL CORPORATION](https://planprovider.pro/provider/lincoln-financial-group) — RECORDKEEPTER

- [COMMONWEALTH FINANCIAL NETWORK](https://planprovider.pro/provider/commonwealth-financial-network) — BROKER

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $323,058

- **Estimated Expense Ratio:** 0.599% 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|$323,526|—|$323,526|—|—|

| 2023|$372,030|—|$372,030|—|—|

| 2022|$160,826|—|$160,826|—|—|

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