Plan Snapshot
- Plan Sponsor: California Dental Association
- Sponsor EIN: 952822367
- Sponsor Address: 1201 K STREET MALL, SACRAMENTO, CA, 95814
- Plan Type: 401(k)
- Total Participants: 253
- Total Assets: $67.3M
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 | 253 | $67.3M | $1.9M | $2.4M |
| 2023 | 248 | $57.1M | $1.7M | $2.2M |
| 2022 | 246 | $47.0M | $1.4M | $2.0M |
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 |
|---|---|---|---|---|
| CROWE LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $98,649 | — | $98,649 | — | — |
| 2023 | $84,610 | — | $84,610 | — | — |
| 2022 | $75,414 | — | $75,414 | — | — |