# Open Dental Software, INC. 401(k) Plan
Source: https://planprovider.pro/companies/open-dental-software-inc-401k-plan

> Open Dental Software, INC.'s 401(k) plan: 424 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| THE VANGUARD GROUP, INC.|NONE|$8,265|—|$8,265|

| REDW LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [REDW LLC](https://planprovider.pro/provider/redw-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $8,265

- **Estimated Expense Ratio:** 0.080% 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|$8,265|—|$8,265|—|—|

| 2023|$6,900|—|$6,900|—|—|

| 2022|$7,995|—|$7,995|—|—|

## Similar Plans

- [Procare Software LLC](https://planprovider.pro/companies/procare-software-llc-401k-plan) — 407 participants

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