Plan Snapshot
- Plan Sponsor: Imagen Dental Partners Association I
- Sponsor EIN: 871559565
- Sponsor Address: 16220 NORTH SCOTTSDALE ROAD, SCOTTSDALE, AZ, 85251
- Plan Type: 401(k)
- Total Participants: 1,407
- Total Assets: $34.1M
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 | 1,407 | $34.1M | $1.8M | $6.4M |
| 2023 | 1,036 | $20.8M | $1.7M | $5.2M |
| 2022 | 811 | $9.1M | $1.0M | $3.2M |
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 |
|---|---|---|---|---|
| METZ CPA, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- METZ CPA, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $367,338 | $76,176 | $277,912 | — | — |
| 2023 | $265,810 | — | $265,810 | — | — |
| 2022 | $89,056 | $89,056 | — | — | — |