Plan Snapshot
- Plan Sponsor: James R. Glidewell Dental Ceramics, INC.
- Sponsor EIN: 952743032
- Sponsor Address: 4141 MACARTHUR BLVD, NEWPORT BEACH, CA, 92660
- Plan Type: 401(k)
- Total Participants: 4,351
- Total Assets: $275.9M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 4,351 | $275.9M | $8.5M | $22.0M |
| 2023 | 4,491 | $231.4M | $7.7M | $19.6M |
| 2022 | 4,442 | $183.0M | $7.0M | $17.7M |
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 |
|---|---|---|---|---|
| WITHUMSMITH + BROWN, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH + BROWN, PC — 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 | $448,625 | — | — | — | — |
| 2023 | $317,773 | — | — | — | — |
| 2022 | $299,094 | — | $298,794 | — | $300 |