Plan Snapshot
- Plan Sponsor: Open Dental Software, INC.
- Sponsor EIN: 204944520
- Sponsor Address: 3275 MARIETTA DR SE, SALEM, OR, 97317
- Plan Type: 401(k)
- Total Participants: 424
- Total Assets: $10.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 424 | $10.3M | $575,031 | $996,140 |
| 2023 | 394 | $7.7M | $516,710 | $864,465 |
| 2022 | 347 | $5.4M | $410,444 | $654,187 |
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 |
|---|---|---|---|---|
| REDW LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REDW LLC — Auditor
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 | $8,265 | — | $8,265 | — | — |
| 2023 | $6,900 | — | $6,900 | — | — |
| 2022 | $7,995 | — | $7,995 | — | — |