Plan Snapshot
- Plan Sponsor: Burbank Dental Laboratory, LLC
- Sponsor EIN: 954524010
- Sponsor Address: 2101 FLOYD ST., BURBANK, CA, 91504
- Plan Type: 401(k)
- Total Participants: 122
- Total Assets: $7.8M
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. |
|---|---|---|---|---|
| 2023 | 122 | $7.8M | $178,007 | $534,167 |
| 2022 | 118 | $6.0M | $162,389 | $504,171 |
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/FINANCIAL ADVI | $53,870 | — | $53,870 |
| ADP, INC. | RECORD KEEPER | $40,274 | — | $40,274 |
| OZUROVICH & ASSOCIATES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES, INC. — INVESTMENT/FINANCIAL ADVI
- ADP, INC. — RECORD KEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $94,144
- Estimated Expense Ratio: 1.208% 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 |
|---|---|---|---|---|---|
| 2023 | $47,072 | $26,935 | — | — | — |
| 2022 | $41,311 | — | — | — | — |