Plan Snapshot
- Plan Sponsor: Dental Intelligence, INC.
- Sponsor EIN: 463551770
- Sponsor Address: 2100 W. PLEASANT GROVE BLVD, PLEASANT GROVE, UT, 84062
- Plan Type: 401(k)
- Total Participants: 186
- Total Assets: $10.6M
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 | 186 | $10.6M | $860,648 | $1.6M |
| 2023 | 185 | $7.3M | $682,101 | $1.4M |
| 2022 | 206 | $4.7M | $659,686 | $1.3M |
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 |
|---|---|---|---|---|
| WSRP LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WSRP LLC — 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 | $76,518 | $39,673 | — | — | — |
| 2023 | $49,293 | $26,442 | — | — | — |
| 2022 | $39,924 | — | — | — | — |