# Brookbeam Dental Holdings, LLC 401(k) Plan
Source: https://planprovider.pro/companies/brookbeam-dental-holdings-llc-401k-plan

> Brookbeam Dental Holdings, LLC's 401(k) plan: 190 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Brookbeam Dental Holdings, LLC

- **Sponsor EIN:** 475109435

- **Sponsor Address:** 1153 FLATBUSH RD, KINGSTON, NY, 12401

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

- **Total Participants:** 190

- **Total Assets:** $8.4M

## 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:** No

## Plan Financials by Year

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

| 2024|190|$8.4M|$213,468|$939,070|

| 2023|167|$6.5M|$163,253|$832,653|

| 2022|139|$4.9M|$133,119|$517,185|

## 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|

| ADP, INC.|RECORD KEEPER|$37,333|—|$37,333|

| PARK AVENUE SECURITIES, LLC|INVESTMENT/FINANCIAL ADVI|$36,483|—|$36,483|

| PRICEKUBECKA, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [PARK AVENUE SECURITIES, LLC](https://planprovider.pro/provider/park-avenue-securities-llc) — INVESTMENT/FINANCIAL ADVI

- [PRICEKUBECKA, PLLC](https://planprovider.pro/provider/pricekubecka-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $73,816

- **Estimated Expense Ratio:** 0.877% 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|$73,816|—|$5,429|—|—|

| 2023|$58,269|—|—|—|—|

| 2022|$57,599|—|—|—|—|

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