Plan Snapshot
- Plan Sponsor: Operation Dental, LLC
- Sponsor EIN: 830968608
- Sponsor Address: 3221 CONWAY RD, SUITE D, ORLANDO, FL, 32812
- Plan Type: 401(k)
- Total Participants: 128
- Total Assets: $2.6M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 128 | $2.6M | $166,278 | $462,900 |
| 2023 | 131 | $1.7M | $165,970 | $453,533 |
| 2022 | 115 | $840,766 | $154,857 | $429,100 |
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 |
|---|---|---|---|---|
| SAS ASSURANCE | 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 | $1,375 | — | — | — | — |
| 2023 | $1,875 | — | — | — | — |
| 2022 | $1,670 | — | — | — | — |