Plan Snapshot
- Plan Sponsor: Cordental Group Management, LLC
- Sponsor EIN: 384036446
- Sponsor Address: 9825 KENWOOD ROAD, SUITE 200, CINCINNATI, OH, 45242
- Plan Type: 401(k)
- Total Participants: 549
- Total Assets: $29.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 549 | $29.5M | $624,581 | $3.0M |
| 2023 | 495 | $25.5M | $500,791 | $2.8M |
| 2022 | 478 | $20.4M | $482,812 | $2.5M |
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 |
|---|---|---|---|---|
| HAUSER RETIREMENT SOLUTIONS 2 LLC | INVESTMENT ADVISOR | $53,980 | — | $53,980 |
| ASCENSUS HOLDINGS | CONTRACT ADMIN | $51,577 | — | $51,577 |
| EMPOWER ANNUITY INS CO OF AMERICA | RECORDKEEPER | $44,643 | — | $44,643 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $18,572 | — | $18,572 |
| DEAN DORTON ALLEN FORD PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DEAN DORTON ALLEN FORD PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $168,772
- Estimated Expense Ratio: 0.572% 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 | $252,906 | $72,552 | $51,577 | — | — |
| 2023 | $142,327 | — | $142,327 | — | — |
| 2022 | $145,185 | — | $145,185 | — | — |