Plan Snapshot
- Plan Sponsor: Liberty Dental Plan Corporation
- Sponsor EIN: 264074848
- Sponsor Address: 1730 FLIGHT WAY, TUSTIN, CA, 92782
- Plan Type: 401(k)
- Total Participants: 1,049
- Total Assets: $47.9M
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 | 1,049 | $47.9M | $3.0M | $5.8M |
| 2023 | 1,092 | $37.9M | $2.8M | $5.3M |
| 2022 | 1,109 | $30.3M | $2.5M | $4.6M |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $162,890 | — | $162,890 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $162,890
- Estimated Expense Ratio: 0.340% 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 | $162,890 | $15,243 | — | — | — |
| 2023 | $153,702 | $10,472 | — | — | — |
| 2022 | $153,241 | — | — | — | — |