# Espire Dental Practice, LLC 401(k) Plan
Source: https://planprovider.pro/companies/espire-dental-practice-llc-401k-plan

> Espire Dental Practice, LLC's 401(k) plan: 360 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Espire Dental Practice, LLC

- **Sponsor EIN:** 455435065

- **Sponsor Address:** 7800 E UNION AVENUE SUITE 930, DENVER, CO, 80237

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

- **Total Participants:** 360

- **Total Assets:** $17.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|360|$17.2M|$807,618|$1.6M|

| 2023|314|$14.1M|$701,832|$1.3M|

| 2022|265|$10.1M|$578,355|$1.1M|

## 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|

| SYNERGY FINCANCIAL PARTNERS|INVESTMENT ADVISOR|$39,424|—|$39,424|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$27,671|—|$27,671|

| TPA SERVICES INC|CONTRACT ADMIN|$16,609|—|$16,609|

| GREAT-WEST LIFE & ANNUITY INSURANCE|RECORDKEEPER|—|$9,465|$9,465|

| ENVESTNET RETIREMENT SOLUTIONS, LLC|OTHER|$7,885|—|$7,885|

| PLANT MORAN|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $101,054

- **Estimated Expense Ratio:** 0.588% 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|$101,054|$39,424|$37,136|—|—|

| 2023|$70,399|$50,749|$8,183|—|—|

| 2022|$52,696|$43,514|—|—|$4,578|

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