Plan Snapshot
- Plan Sponsor: Mb2 Dental Solutions
- Sponsor EIN: 264287971
- Sponsor Address: 2403 LACY LANE, CARROLLTON, TX, 75006
- Plan Type: 401(k)
- Total Participants: 9,593
- Total Assets: $169.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 9,593 | $169.6M | $0 | $28.8M |
| 2023 | 7,859 | $103.0M | $215 | $20.7M |
| 2022 | 5,807 | $53.6M | $31,922 | $13.8M |
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 |
|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | RECORDKEEPER | $69,105 | — | $69,105 |
| LPL FINANCIAL, LLC | INVESTMENT ADVISOR | $49,988 | — | $49,988 |
| GRANT THORNTON | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $119,093
- Estimated Expense Ratio: 0.070% 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 | $119,093 | $49,988 | — | — | — |
| 2023 | $106,930 | — | — | — | — |
| 2022 | $97,626 | — | $97,626 | — | — |