Plan Snapshot
- Plan Sponsor: Ivoclar Vivadent, INC.
- Sponsor EIN: 161287874
- Sponsor Address: 175 PINEVIEW DR, AMHERST, NY, 142282231
- Plan Type: 401(k)
- Total Participants: 494
- Total Assets: $114.2M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 494 | $114.2M | $2.7M | $4.6M |
| 2023 | 537 | $101.3M | $2.7M | $4.6M |
| 2022 | 516 | $84.6M | $2.5M | $4.2M |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES | CONSULTANT | — | $36,130 | $36,130 |
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $16,046 | — | $16,046 |
| BONADIO & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES — CONSULTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,176
- Estimated Expense Ratio: 0.046% 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 | $16,046 | — | $16,046 | — | — |
| 2023 | $14,452 | — | $14,452 | — | — |
| 2022 | $13,350 | — | $13,350 | — | — |