Plan Snapshot
- Plan Sponsor: Elias, Elliott, Lampasi, Fehn, Harris, And Nguyen A Dental Practice, I
- Sponsor EIN: 330874160
- Sponsor Address: 7251 MAGNOLIA AVENUE, RIVERSIDE, CA, 92504
- Plan Type: 401(k)
- Total Participants: 114
- Total Assets: $5.6M
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 | 114 | $5.6M | $0 | $302,787 |
| 2023 | 116 | $5.2M | $0 | $329,308 |
| 2022 | 121 | $5.3M | $0 | $333,419 |
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 |
|---|---|---|---|---|
| PLAN CHECK CPAS | Auditor | $5,947 | — | $5,947 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLAN CHECK CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,947
- Estimated Expense Ratio: 0.106% 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 | $52,584 | $36,699 | — | $5,947 | — |
| 2023 | $57,645 | $34,076 | — | $8,500 | — |
| 2022 | $56,971 | — | $56,971 | — | — |