Plan Snapshot
- Plan Sponsor: Park Dental Partners, INC.
- Sponsor EIN: 932020683
- Sponsor Address: 2200 COUNTY ROAD C WEST SUITE 2210, ROSEVILLE, MN, 55113
- Plan Type: 401(k)
- Total Participants: 1,324
- Total Assets: $198.6M
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 | 1,324 | $198.6M | $3.7M | $9.9M |
| 2023 | 1,352 | $167.5M | $3.4M | $9.7M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | NONE | $136,906 | — | $136,906 |
| MMA SECURITIES LLC | NONE | $45,000 | — | $45,000 |
| WIPFLI LLP | NONE | $15,600 | — | $15,600 |
| WIPFLI | Auditor | $15,600 | — | $15,600 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — NONE
- WIPFLI — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $213,106
- Estimated Expense Ratio: 0.107% 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 | $126,276 | $45,075 | — | $15,600 | — |
| 2023 | $228,386 | $45,000 | — | — | — |