Plan Snapshot
- Plan Sponsor: Elevate Dental Partners, LLC
- Sponsor EIN: 833712526
- Sponsor Address: 1801 WEWATTA ST., DENVER, CO, 80202
- Plan Type: 401(k)
- Total Participants: 344
- Total Assets: $7.6M
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 | 344 | $7.6M | $564,602 | $1.2M |
| 2023 | 124 | $4.6M | $343,849 | $668,206 |
| 2022 | 94 | $2.7M | $178,938 | $332,806 |
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 |
|---|---|---|---|---|
| EDWARD JONES | INVESTMENT/FINANCIAL ADVI | $25,897 | — | $25,897 |
| ALEXANDER & WILLIAMS, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALEXANDER & WILLIAMS, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,897
- Estimated Expense Ratio: 0.339% 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 | $28,357 | $25,897 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |