Plan Snapshot
- Plan Sponsor: Coltene/Whaledent, INC.
- Sponsor EIN: 133568101
- Sponsor Address: 235 ASCOT PARKWAY, CUYAHOGA FALLS, OH, 442233701
- Plan Type: 401(k)
- Total Participants: 268
- Total Assets: $25.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 268 | $25.9M | $752,619 | $1.6M |
| 2023 | 273 | $23.9M | $710,515 | $1.5M |
| 2022 | 288 | $24.6M | $701,293 | $1.6M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $57,615 | — | $57,615 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $25,244 | — | $25,244 |
| CHAD M. BOREMAN | INVESTMENT ADVISOR | $14,788 | — | $14,788 |
| REA AND ASSOCIATES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REA AND ASSOCIATES — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $97,647
- Estimated Expense Ratio: 0.377% 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 | $97,647 | $40,032 | — | — | — |
| 2023 | $96,200 | $37,151 | — | — | — |
| 2022 | $109,502 | $39,955 | $69,547 | — | — |