Plan Snapshot
- Plan Sponsor: Gen4 Dental Partners Opco, LLC
- Sponsor EIN: 862821806
- Sponsor Address: 222 SOUTH MILL AVENUE SUITE 800, TEMPE, AZ, 85281
- Plan Type: 401(k)
- Total Participants: 1,646
- Total Assets: $33.4M
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 | 1,646 | $33.4M | $1.4M | $8.0M |
| 2023 | 1,391 | $21.6M | $1.5M | $6.0M |
| 2022 | 968 | $8.6M | $596,984 | $2.5M |
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 |
|---|---|---|---|---|
| KIMBERLIN COMPANY PLLC | Auditor | $11,000 | — | $11,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KIMBERLIN COMPANY PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,000
- Estimated Expense Ratio: 0.033% 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 | $279,736 | $58,050 | — | $11,000 | — |
| 2023 | $153,030 | — | $130,705 | — | — |
| 2022 | $22,277 | — | $22,277 | — | — |