Plan Snapshot
- Plan Sponsor: Family & Cosmetic Gentle Denti
- Sponsor EIN: 411225435
- Sponsor Address: 4100 SHORELINE DR STE 4, SPRING PARK, MN, 553844527
- Plan Type: 401(k)
- Total Participants: 119
- Total Assets: $3.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 119 | $3.8M | $160,899 | $295,251 |
| 2023 | 122 | $4.0M | $145,566 | $425,162 |
| 2022 | 141 | $3.8M | $185,624 | $519,593 |
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 |
|---|---|---|---|---|
| SMITH SCHAFER | 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 | $46,660 | $32,610 | $13,190 | — | — |
| 2023 | $31,885 | $18,947 | $12,078 | — | — |
| 2022 | $29,924 | $17,987 | $11,937 | — | — |