Plan Snapshot
- Plan Sponsor: Mortenson Family Dental Holdings, INC.
- Sponsor EIN: 451839908
- Sponsor Address: 10300 LINN STATION RD, STE 100, LOUISVILLE, KY, 40223
- Plan Type: 401(k)
- Total Participants: 2,130
- Total Assets: $62.0M
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 | 2,130 | $62.0M | $0 | $7.9M |
| 2023 | 2,029 | $51.6M | $3,537 | $7.0M |
| 2022 | 1,960 | $40.5M | $685 | $6.0M |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT LLP | Auditor | — | — | $0 |
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 | $214,680 | $69,338 | $145,342 | — | — |
| 2023 | $202,205 | $52,314 | $149,891 | — | — |
| 2022 | $192,028 | $69,511 | $122,517 | — | — |