Plan Snapshot
- Plan Sponsor: Dentologie Enterprises, INC.
- Sponsor EIN: 881146624
- Sponsor Address: 306 W ERIE, STE 201, CHICAGO, IL, 60654
- Plan Type: 401(k)
- Total Participants: 240
- Total Assets: $2.6M
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 | 240 | $2.6M | $242,394 | $1.0M |
| 2023 | 161 | $1.1M | $190,571 | $722,388 |
| 2022 | 31 | $42,609 | $6,584 | $36,689 |
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 |
|---|---|---|---|---|
| LIPSCHULTZ LEVIN & GRAY, LLC | 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 | $4,313 | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |