# Smile Doctors LLC 401(k) Plan
Source: https://planprovider.pro/companies/smile-doctors-llc-401k-plan

> Smile Doctors LLC's 401(k) plan: 3,668 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Smile Doctors LLC

- **Sponsor EIN:** 473435755

- **Sponsor Address:** 5400 LBJ FREEWAY, DALLAS, TX, 75240

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

- **Total Participants:** 3,668

- **Total Assets:** $51.5M

## 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|3,668|$51.5M|$1.1M|$9.4M|

| 2023|3,421|$34.9M|$856,663|$7.9M|

| 2022|3,002|$17.8M|$965,069|$6.1M|

## 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|

| AMERITAS LIFE INSURANCE CORP|NONE|$128,928|—|$128,928|

| CHARLES SCHWAB BANK|NONE|$9,054|—|$9,054|

| BAKER TILLY VIRCHOW KRAUSE, LLP|NONE|$7,383|—|$7,383|

| FORVIS MAZARS, LLP|Auditor|$7,383|—|$7,383|

### Verified Provider Profiles

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

- [AMERITAS LIFE INSURANCE CORP](https://planprovider.pro/provider/ameritas-retirement-plans) — NONE

- [CHARLES SCHWAB BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [BAKER TILLY VIRCHOW KRAUSE, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — NONE

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $152,748

- **Estimated Expense Ratio:** 0.297% 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|$145,366|—|$128,929|$7,383|—|

| 2023|$49,282|—|$7,657|$13,125|—|

| 2022|$30,612|—|$20,112|—|$10,500|

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

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