Plan Snapshot
- Plan Sponsor: Oral And Maxillofacial Surgery Specialists, P.A.
- Sponsor EIN: 410956543
- Sponsor Address: 550 COUNTY ROAD D WEST, SUITE 12, NEW BRIGHTON, MN, 55112
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 38
- Total Assets: $19,543
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 38 | $19,543 | $263,014 | $199,616 |
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 |
|---|---|---|---|---|
| SAILER BENEFIT SERVICES INC | Investment Advisor | $21,690 | — | $21,690 |
| THE BENECON GROUP | Investment Advisor | $12,407 | — | $12,407 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,097
- Estimated Expense Ratio: 174.472% 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 | $491,107 | — | — | — | — |