Plan Snapshot
- Plan Sponsor: Five Point Dental Specialists, INC
- Sponsor EIN: 831695888
- Sponsor Address: 8505 FREEPORT PARKWAY, IRVING, TX, 75063
- Plan Type: 401(k)
- Total Participants: 394
- Total Assets: $13.1M
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 | 394 | $13.1M | $625,196 | $1.1M |
| 2023 | 346 | $11.1M | $322,454 | $1.1M |
| 2022 | 178 | $7.6M | $171,360 | $488,335 |
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 |
|---|---|---|---|---|
| RAYMOND JAMES | INVESTMENT ADVISOR | $33,499 | — | $33,499 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $17,204 | — | $17,204 |
| GARRETY AND ASSOCIATES | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,703
- Estimated Expense Ratio: 0.388% 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 | $55,987 | — | $55,987 | — | — |
| 2023 | $29,043 | — | $29,043 | — | — |
| 2022 | $32,213 | — | — | — | $32,213 |