Plan Snapshot
- Plan Sponsor: Endodontic Practice Partners LLC
- Sponsor EIN: 854629791
- Sponsor Address: 105 CONTINENTAL PL STE 300, BRENTWOOD, TN, 37027
- Plan Type: 401(k)
- Total Participants: 517
- Total Assets: $16.0M
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 | 517 | $16.0M | $1.1M | $2.5M |
| 2023 | 462 | $5.8M | $954,006 | $2.1M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $43,902 | — | $43,902 |
| GALLAGHER BENEFIT SERVICES INC DBA | Investment Advisor | $30,444 | — | $30,444 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $74,346
- Estimated Expense Ratio: 0.464% 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 | $76,353 | $32,451 | — | — | — |
| 2023 | $18,394 | $7,674 | — | — | — |