Plan Snapshot
- Plan Sponsor: Pediatric Dental Providers Organization
- Sponsor EIN: 815427870
- Sponsor Address: 325 S HIGLEY ROAD #130, GILBERT, AZ, 85296
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 0 | $0 | $0 | $0 |
| 2023 | 358 | $5.1M | $535,192 | $1.1M |
| 2022 | 347 | $3.4M | $510,730 | $984,424 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $114,880 | — | $114,880 |
| ONEDIGITAL INVESTEMENT ADVISORS | NONE | $38,816 | — | $38,816 |
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- ONEDIGITAL INVESTEMENT ADVISORS — NONE
- LEE CPA AUDIT GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $153,696
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 | $23,777 | $6,948 | $16,829 | — | — |
| 2023 | $80,848 | $19,408 | $57,440 | $4,000 | — |
| 2022 | $65,327 | — | $65,327 | — | — |