Plan Snapshot
- Plan Sponsor: Complete Mobile Dentistry, INC.
- Sponsor EIN: 113651272
- Sponsor Address: 4300 DURAFORM LANE, WINDSOR, WI, 53598
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $4.3M
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 | 5 | $4.3M | $821,462 | $326,719 |
| 2023 | 209 | $3.9M | $728,703 | $435,227 |
| 2022 | 197 | $2.9M | $649,546 | $352,574 |
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 |
|---|---|---|---|---|
| MEICHER CPAS | Auditor | — | — | $0 |
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 | $75,421 | — | $66,499 | — | — |
| 2023 | $41,847 | — | $41,197 | — | — |
| 2022 | $28,197 | — | $28,197 | — | — |