# Pacific Dental Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/pacific-dental-services-llc-401k-plan

> Pacific Dental Services, LLC's 401(k) plan: 14,564 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [WINDES, INC](https://planprovider.pro/provider/windes-inc) — AUDITOR

- [SAGEVIEW ADVISORY GROUP, LLC](https://planprovider.pro/provider/sageview-advisory-group) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/pacific-dental-services-llc-401k-plan)

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