Plan Snapshot
- Plan Sponsor: Great Lakes Dental Technologies Ltd.
- Sponsor EIN: 160991250
- Sponsor Address: 200 COOPER AVE, TONAWANDA, NY, 141506607
- Plan Type: 401(k)
- Total Participants: 200
- Total Assets: $14.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 200 | $14.3M | $0 | $870,743 |
| 2023 | 197 | $14.7M | $0 | $909,381 |
| 2022 | 212 | $12.9M | $0 | $963,129 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $49,544 | — | $49,544 |
| GREAT LAKES DENTAL TECHNOLOGIES | Recordkeeper | — | $5,364 | $5,364 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,908
- Estimated Expense Ratio: 0.383% 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 | $49,545 | — | $49,545 | — | — |
| 2023 | $47,825 | — | $47,825 | — | — |
| 2022 | $45,071 | — | $45,071 | — | — |