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Original filing (PDF)20260122123205NAL0004570609001
ENDODONTIC PRACTICE PARTNERS LLC
Form 5500
FILING_RECEIVED
ENDODONTIC PRACTICE PARTNERS 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 2.2 mo36% in single holding
Active participants
517
Accounts w/ balance
267
Plan assets (EOY)
$16.0M
Net assets (EOY)
$16.0M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
91
Concentration risk
82
Total plan cost
65
Vendor stack
100
Participation health
80
Knocking points off
- Filed 2.2 months past the 10.5-month grace window.
- Top holding "Fidelity Fidelity 500 Index" is 36% of plan.
- 48 bps in Schedule C fees — 64% above peer band of 29 bps.
- 52% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENDODONTIC PRACTICE PARTNERS LLC.
Plan sponsor
Name
ENDODONTIC PRACTICE PARTNERS LLC
EIN
85-4629791
Address
105 CONTINENTAL PL STE 300 · BRENTWOOD, TN · 37027
Phone
(615) 422-6723
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-01-22
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $44K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES INC DBA | — | CLEVELAND, OH | INVESTMENT ADVISOR | $30K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
Investments
31 direct securities· $15.9M(100% of reported assets)
Uncategorized
$15.3M
30 holdings
Mutual Funds
$611K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $5.8M | 36.0% | |
| Fidelity Freedom Index 2035 Investor | — | — | — | $1.5M | 9.1% | |
| Fidelity Freedom Index 2050 Investor | — | — | — | $1.4M | 8.6% | |
| Fidelity Freedom Index 2030 Investor | — | — | — | $984K | 6.1% | |
| Fidelity Freedom Index 2040 Investor | — | — | — | $896K | 5.6% | |
| Fidelity Freedom Index 2045 Investor | — | — | — | $877K | 5.5% | |
| Alliance Bernstein AB Large Cap Growth Z | Mutual Funds | — | — | $611K | 3.8% | |
| Fidelity International Index | — | — | — | $448K | 2.8% | |
| Fidelity Freedom Index 2055 Investor | — | — | — | $419K | 2.6% | |
| Fidelity Freedom Index 2025 Investor | — | — | — | $329K | 2.1% | |
| Fidelity Total Bond K6 | — | — | — | $312K | 1.9% | |
| Fidelity Mid Cap Index | — | — | — | $291K | 1.8% | |
| Fidelity US Bond Index | — | — | — | $228K | 1.4% | |
| Fully Benefit-Responsive Investment Contract * Empower Annuity Insurance Company of America EI Fixed Account- Series Class I | — | — | — | $199K | 1.2% | |
| Fidelity Freedom Index 2060 Investor | — | — | — | $192K | 1.2% | |
| Hartford Dividend And Growth R6 | — | — | — | $185K | 1.2% | |
| Fidelity Small Cap Index | — | — | — | $171K | 1.1% | |
| Fidelity Advisor International Growth Z | — | — | — | $142K | 0.9% | |
| American Funds American Funds New World R6 | — | — | — | $133K | 0.8% | |
| Fidelity Real Estate Index | — | — | — | $132K | 0.8% | |
| American Funds American Funds New Perspective R6 | — | — | — | $127K | 0.8% | |
| DFA US Targeted Value I | — | — | — | $111K | 0.7% | |
| American Funds American Funds American Balanced R6 | — | — | — | $101K | 0.6% | |
| Fidelity Freedom Index 2020 Investor | — | — | — | $84K | 0.5% | |
| Fidelity Freedom Index 2065 Investor | — | — | — | $83K | 0.5% | |
| Fidelity Freedom Index Income Investor | — | — | — | $76K | 0.5% | |
| DFA International Value I | — | — | — | $59K | 0.4% | |
| American Funds Amer Funds Conserv G/I Portfolio R6 | — | — | — | $57K | 0.4% | |
| Alliance Bernstein AB Small Cap Growth Z | — | — | — | $42K | 0.3% | |
| American Funds American Funds Small Cap World R6 | — | — | — | $36K | 0.2% | |
| American Funds American Funds Income Fund Of America R6 | — | — | — | $15K | <0.1% |
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