# North Valley Endodontics P.A. 401(k) Plan
Source: https://planprovider.pro/companies/north-valley-endodontics-p-a-401k-plan-002

> North Valley Endodontics P.A.'s 401(k) plan: 98 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** North Valley Endodontics P.A.

- **Sponsor EIN:** 860799974

- **Sponsor Address:** 8121 E INDIAN BEND RD, SCOTTSDALE, AZ, 85250

- **Plan Type:** 401(k)

- **Total Participants:** 98

- **Total Assets:** $4.2M

## 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|98|$4.2M|$16|$531,122|

| 2023|91|$3.9M|$0|$544,274|

| 2022|77|$3.2M|$0|$489,206|

| 2021|91|$3.7M|$0|$0|

## 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|$29,387|—|$29,387|

| WELLS FARGO ADVISORS FINANCIAL NETW|INVESTMENT/FINANCIAL ADVI|$19,208|—|$19,208|

| WALLACE, PLESE DREHER, L.L.P.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [WALLACE, PLESE DREHER, L.L.P.](https://planprovider.pro/provider/wallace-plese-dreher-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $48,595

- **Estimated Expense Ratio:** 1.170% 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|$48,595|$19,208|—|—|—|

| 2023|$45,155|$22,703|—|—|—|

| 2022|$36,184|—|—|—|—|

| 2021|$38,703|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/north-valley-endodontics-p-a-401k-plan-002)

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