Plan Snapshot
- Plan Sponsor: Cherry Tree Dental LLC
- Sponsor EIN: 208292304
- Sponsor Address: 2921 LANDMARK PL STE 215, MADISON, WI, 537134248
- Plan Type: 401(k)
- Total Participants: 300
- Total Assets: $10.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 300 | $10.4M | $0 | $1.5M |
| 2023 | 306 | $8.9M | $0 | $1.6M |
| 2022 | 356 | $7.2M | $0 | $1.5M |
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 |
|---|---|---|---|---|
| HARDING SHYMANSKI & COMPANY, PSC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HARDING SHYMANSKI & COMPANY, PSC — Auditor
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 | $46,947 | $21,475 | $24,512 | — | — |
| 2023 | $46,817 | $16,758 | $25,154 | — | — |
| 2022 | $27,257 | $13,941 | $13,316 | — | — |