# Sage Dental Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/sage-dental-management-llc-401k-plan

> Sage Dental Management, LLC's 401(k) plan: 1,688 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$93,198|—|$93,198|

| GLOBAL RETIREMENT PARTNERS LLC|ADVISOR|$32,011|—|$32,011|

| MML INVESTOR SERVICES LLC|ADVISOR|$5,129|—|$5,129|

| TEMPLETON & COMPANY, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — ADVISOR

- [TEMPLETON & COMPANY, LLP](https://planprovider.pro/provider/templeton-and-company-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $130,338

- **Estimated Expense Ratio:** 0.829% 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|$131,337|$38,139|$1,200|—|—|

| 2023|$70,797|$7,758|—|—|—|

| 2022|$47,194|$2,363|—|—|$44,831|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sage-dental-management-llc-401k-plan)

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