# Commonwealth Dental Group 401(k) Plan
Source: https://planprovider.pro/companies/commonwealth-dental-group-401k-plan

> Commonwealth Dental Group&#39;s 401(k) plan: 320 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/faulkner-king-and-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|

## Similar Plans

- [Arrow Dental, PLLC](https://planprovider.pro/companies/arrow-dental-pllc-401k-plan) — 402 participants

- [Mortenson Family Dental Holdings, INC.](https://planprovider.pro/companies/mortenson-family-dental-holdings-inc-plan) — 1,994 participants

- [Mortenson Family Dental Holdings, INC.](https://planprovider.pro/companies/mortenson-family-dental-holdings-inc-401k-plan) — 2,130 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/commonwealth-dental-group-401k-plan)

&copy; 2026 PlanProvider.Pro
