# Ivoclar Vivadent, INC. 401(k) Plan
Source: https://planprovider.pro/companies/ivoclar-vivadent-inc-401k-plan

> Ivoclar Vivadent, INC.'s 401(k) plan: 494 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/aspire-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|—|—|

## Similar Plans

- [Darby Dental Supply, LLC](https://planprovider.pro/companies/darby-dental-supply-llc-401k-plan) — 496 participants

- [Laerdal Medical Corporation](https://planprovider.pro/companies/laerdal-medical-corporation-401k-plan) — 479 participants

- [Itochu International INC.](https://planprovider.pro/companies/itochu-international-inc-401k-plan) — 390 participants

- [Rolex Watch U.S.A., INC.](https://planprovider.pro/companies/rolex-watch-u-s-a-inc-401k-plan) — 619 participants

- [Sojitz Corporation Of America](https://planprovider.pro/companies/sojitz-corporation-of-america-401k-plan-002) — 360 participants

- [Central Irrigation Supply, INC.](https://planprovider.pro/companies/central-irrigation-supply-inc-401k-plan) — 306 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ivoclar-vivadent-inc-401k-plan)

© 2026 PlanProvider.Pro