Plan Snapshot
- Plan Sponsor: Peak Dental Services, INC.
- Sponsor EIN: 263216754
- Sponsor Address: 6110 BARNES ROAD, COLORADO SPRINGS, CO, 80922
- Plan Type: 401(k)
- Total Participants: 541
- Total Assets: $14.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 541 | $14.1M | $887,262 | $1.7M |
| 2023 | 388 | $11.1M | $972,473 | $1.8M |
| 2022 | 412 | $8.0M | $857,951 | $1.7M |
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 |
|---|---|---|---|---|
| MJCO, LLC. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $98,370 | — | — | — | — |
| 2023 | $100,325 | — | $100,325 | — | — |
| 2022 | $79,710 | — | $79,710 | — | — |