# Oral And Maxillofacial Surgery Specialists, P.A. Health & Welfare Plan
Source: https://planprovider.pro/companies/oral-and-maxillofacial-surgery-specialists-p-a-410956543-502

> Oral And Maxillofacial Surgery Specialists, P.A.'s Health & Welfare plan: 38 participants, plan year 2024 financials, providers, and benchmarks from Form 550…

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

## Similar Plans

- [Park Dental Partners, INC.](https://planprovider.pro/companies/park-dental-partners-inc-401k-plan) — 1,324 participants

- [Apple Tree Dental](https://planprovider.pro/companies/apple-tree-dental-401k-plan) — 304 participants

- [Community Dental Care](https://planprovider.pro/companies/community-dental-care-401k-plan) — 246 participants

- [Family & Cosmetic Gentle Denti](https://planprovider.pro/companies/family-cosmetic-gentle-denti-401k-plan) — 119 participants

- [Affiliated Pediatric Dentists, P.A. D/B/A Dentistr](https://planprovider.pro/companies/affiliated-pediatric-dentists-p-a-d-b-a-dentistr-401k-plan) — 38 participants

- [Cargill & Steffenson Dental, PLLC](https://planprovider.pro/companies/cargill-steffenson-dental-pllc-401k-plan) — 36 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/oral-and-maxillofacial-surgery-specialists-p-a-410956543-502)

© 2026 PlanProvider.Pro