Plan Snapshot
- Plan Sponsor: Cdc Dental Management Co., LLC Dba Kids Care Dental Group
- Sponsor EIN: 201299958
- Sponsor Address: 3100 ZINFANDEL DR, STE 400, RANCHO CORDOVA, CA, 95670
- Plan Type: 401(k)
- Total Participants: 373
- Total Assets: $11.9M
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 | 373 | $11.9M | $302,381 | $1.2M |
| 2023 | 336 | $9.4M | $259,118 | $1.1M |
| 2022 | 420 | $7.0M | $270,823 | $1.1M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $37,885 | — | $37,885 |
| NEWFRONT RETIREMENT SERVICES INC | ADVISOR | $27,107 | — | $27,107 |
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- LEE CPA AUDIT GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $64,992
- Estimated Expense Ratio: 0.546% 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 | $64,992 | $27,107 | — | — | — |
| 2023 | $51,121 | $20,179 | — | — | — |
| 2022 | $53,084 | — | — | — | — |