Plan Snapshot
- Plan Sponsor: Lalor Dental, LLC
- Sponsor EIN: 352461407
- Sponsor Address: 13 BEECH ST., JOHNSON CITY, NY, 13790
- Plan Type: 401(k)
- Total Participants: 172
- Total Assets: $10.2M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 172 | $10.2M | $508,293 | $888,998 |
| 2023 | 173 | $7.9M | $478,542 | $792,863 |
| 2022 | 148 | $5.8M | $383,543 | $729,377 |
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 |
|---|---|---|---|---|
| NORTHWESTERN MUTUAL | NONE | $7,223 | — | $7,223 |
| EFPR GROUP, CPAS, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NORTHWESTERN MUTUAL — NONE
- EFPR GROUP, CPAS, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,223
- Estimated Expense Ratio: 0.071% 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 | $9,863 | $7,223 | $2,640 | — | — |
| 2023 | $5,444 | $3,089 | $2,355 | — | — |
| 2022 | $2,100 | — | $2,100 | — | — |