# Elevate Dental Partners, LLC 401(k) Plan
Source: https://planprovider.pro/companies/elevate-dental-partners-llc-401k-plan

> Elevate Dental Partners, LLC's 401(k) plan: 344 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/alexander-and-williams-llc) — 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|—|—|—|—|—|

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