# Smile Design Dentistry Of St. Pete, LLC 401(k) Plan
Source: https://planprovider.pro/companies/smile-design-dentistry-of-st-pete-llc-401k-plan

> Smile Design Dentistry Of St. Pete, LLC's 401(k) plan: 501 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Smile Design Dentistry Of St. Pete, LLC

- **Sponsor EIN:** 272835025

- **Sponsor Address:** 601 S HARBOUR ISLAND BLVD, TAMPA, FL, 33602

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

- **Total Participants:** 501

- **Total Assets:** $9.3M

## 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|501|$9.3M|$624,312|$1.1M|

| 2023|451|$6.9M|$577,908|$900,623|

| 2022|378|$4.1M|$434,019|$645,535|

## 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|

| UBS FINANCIAL SERVICES INC|INVESTMENT ADVISOR|$17,897|—|$17,897|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$15,009|—|$15,009|

| RETIREMENT SOLUTIONS SPECIALSITS|CONTRACT ADMIN|$8,051|$2,048|$10,099|

| MORGAN STANLEY INSURANCE SERVICES I|BROKER/ADVISER|—|$7,534|$7,534|

| FLORIDA RETIREMENT CONSULTANTS, LLC|CONTRACT ADMIN|$3,804|$1,430|$5,234|

| ASSURANCE DIMENSIONS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ASSURANCE DIMENSIONS](https://planprovider.pro/provider/assurance-dimensions-inc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $55,773

- **Estimated Expense Ratio:** 0.601% 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|$47,105|$17,897|$29,208|—|—|

| 2023|$10,287|$163|$8,501|—|—|

| 2022|$7,171|—|$7,171|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/smile-design-dentistry-of-st-pete-llc-401k-plan)

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