Plan Snapshot
- Plan Sponsor: Commonwealth Dental Group
- Sponsor EIN: 851192504
- Sponsor Address: 105 SPRUCE STREET, LEXINGTON, KY, 40507
- Plan Type: 401(k)
- Total Participants: 320
- Total Assets: $14.6M
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 | 320 | $14.6M | $576,238 | $1.2M |
| 2023 | 312 | $11.9M | $566,561 | $1.2M |
| 2022 | 297 | $8.6M | $556,239 | $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 |
|---|---|---|---|---|
| FAULKNER, KING & WENZ, PSC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FAULKNER, KING & WENZ, 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 | $67,683 | $2,604 | $4,008 | — | — |
| 2023 | $50,086 | $18,940 | $13,572 | — | — |
| 2022 | $38,940 | — | — | — | $38,940 |