Plan Snapshot
- Plan Sponsor: General Dentistry 4 Kids - Payroll, LLC
- Sponsor EIN: 260434118
- Sponsor Address: 3040 N. 44TH ST. SUITE 1, PHOENIX, AZ, 85018
- Plan Type: 401(k)
- Total Participants: 593
- Total Assets: $20.7M
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 | 593 | $20.7M | $452,982 | $2.2M |
| 2023 | 562 | $16.4M | $364,848 | $1.9M |
| 2022 | 537 | $12.1M | $444,971 | $1.6M |
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 |
|---|---|---|---|---|
| PARK AVE SECURITIES LLC | BROKER | — | $44,322 | $44,322 |
| FORVIS MAZARS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PARK AVE SECURITIES LLC — BROKER
- FORVIS MAZARS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $44,322
- Estimated Expense Ratio: 0.214% 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 | $121,574 | $44,322 | $6,757 | — | — |
| 2023 | $106,769 | $33,095 | — | — | — |
| 2022 | $66,837 | $53,308 | $4,014 | — | $9,515 |