Plan Snapshot
- Plan Sponsor: Espire Dental Practice, LLC
- Sponsor EIN: 455435065
- Sponsor Address: 7800 E UNION AVENUE SUITE 930, DENVER, CO, 80237
- Plan Type: 401(k)
- Total Participants: 360
- Total Assets: $17.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 360 | $17.2M | $807,618 | $1.6M |
| 2023 | 314 | $14.1M | $701,832 | $1.3M |
| 2022 | 265 | $10.1M | $578,355 | $1.1M |
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 |
|---|---|---|---|---|
| PLANT MORAN | 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 | $101,054 | $39,424 | $37,136 | — | — |
| 2023 | $70,399 | $50,749 | $8,183 | — | — |
| 2022 | $52,696 | $43,514 | — | — | $4,578 |