# Fariborz Rodef Dds, INC. 401(k) Plan
Source: https://planprovider.pro/companies/fariborz-rodef-dds-inc-401k-plan

> Fariborz Rodef Dds, INC.'s 401(k) plan: 327 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fariborz Rodef Dds, INC.

- **Sponsor EIN:** 320012113

- **Sponsor Address:** 2233 E. GARVEY AVENUE N, WEST COVINA, CA, 91791

- **Plan Type:** 401(k)

- **Total Participants:** 327

- **Total Assets:** $8.0M

## 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|327|$8.0M|$321,240|$672,559|

| 2023|299|$6.3M|$318,311|$644,120|

| 2022|319|$4.7M|$236,422|$493,204|

## 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|

| TRANSAMERICA LIFE INSURANCE COMPANY|RECORDKEEPER|$5,857|—|$5,857|

| JWT & ASSOCIATES, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRANSAMERICA LIFE INSURANCE COMPANY](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $5,857

- **Estimated Expense Ratio:** 0.073% 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|$9,197|—|$26|—|—|

| 2023|$8,028|—|—|—|—|

| 2022|$10,948|—|—|—|$10,948|

## Similar Plans

- [Lake County Tribal Health Cons](https://planprovider.pro/companies/lake-county-tribal-health-consortium-inc-401k-plan) — 320 participants

- [Cdc Dental Management Co., LLC Dba Kids Care Dental Group](https://planprovider.pro/companies/cdc-dental-management-co-llc-dba-kids-care-dental-group-401k-plan) — 373 participants

- [Cc Amulet Management LLC](https://planprovider.pro/companies/cc-amulet-management-llc-401k-plan) — 520 participants

- [Interdent Service Corporation](https://planprovider.pro/companies/interdent-service-corporation-plan) — 1,742 participants

- [Western Dental Services, INC.](https://planprovider.pro/companies/western-dental-services-inc-plan-001) — 6,152 participants

- [Onesmile, LLC](https://planprovider.pro/companies/onesmile-llc-401k-plan) — 6,708 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/fariborz-rodef-dds-inc-401k-plan)

© 2026 PlanProvider.Pro