Plan Snapshot
- Plan Sponsor: Sage Dental Management, LLC
- Sponsor EIN: 134216896
- Sponsor Address: 6600 CONGRESS AVE, BOCA RATON, FL, 33487
- Plan Type: 401(k)
- Total Participants: 1,688
- Total Assets: $15.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,688 | $15.7M | $4,279 | $4.1M |
| 2023 | 1,387 | $11.3M | $0 | $3.1M |
| 2022 | 924 | $7.6M | $0 | $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 |
|---|---|---|---|---|
| TEMPLETON & COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TEMPLETON & COMPANY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $131,337 | $38,139 | $1,200 | — | — |
| 2023 | $70,797 | $7,758 | — | — | — |
| 2022 | $47,194 | $2,363 | — | — | $44,831 |