Plan Snapshot
- Plan Sponsor: 42 North Dental, LLC
- Sponsor EIN: 043339878
- Sponsor Address: 200 5TH AVENUE, WALTHAM, MA, 02451
- Plan Type: 401(k)
- Total Participants: 1,662
- Total Assets: $60.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,662 | $60.4M | $0 | $6.6M |
| 2023 | 1,413 | $52.6M | $109 | $6.8M |
| 2022 | 1,476 | $41.0M | $7,340 | $6.4M |
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 |
|---|---|---|---|---|
| CARON & BLETZER PLLC | Auditor | $14,800 | — | $14,800 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,800
- Estimated Expense Ratio: 0.025% 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 | $128,530 | $101,859 | — | $14,800 | — |
| 2023 | $92,869 | $80,789 | — | — | — |
| 2022 | $85,274 | — | — | — | — |