Plan Snapshot
- Plan Sponsor: Pacific Dental Services, LLC
- Sponsor EIN: 330681491
- Sponsor Address: 17000 RED HILL AVENUE, IRVINE, CA, 92614
- Plan Type: 401(k)
- Total Participants: 14,564
- Total Assets: $565.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 14,564 | $565.3M | $11.1M | $75.0M |
| 2023 | 13,344 | $455.5M | $10.5M | $63.1M |
| 2022 | 12,260 | $351.0M | $9.5M | $52.7M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $1,164,687 | — | $1,164,687 |
| PENSION BENEFITS UNLIMITED,INC | TPA | $370,015 | — | $370,015 |
| WINDES, INC | AUDITOR | $38,762 | — | $38,762 |
| SAGEVIEW ADVISORY GROUP, LLC | INVESTMENT ADVISOR | $33,510 | — | $33,510 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- WINDES, INC — AUDITOR
- SAGEVIEW ADVISORY GROUP, LLC — INVESTMENT ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,606,974
- Estimated Expense Ratio: 0.284% 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 | $1,606,974 | $33,510 | $371,515 | $38,762 | — |
| 2023 | $1,332,832 | $73,759 | $300,000 | $25,250 | — |
| 2022 | $1,144,345 | $5,367 | $1,112,878 | — | $26,100 |