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)
- Plan Number: 001
- Total Participants: 358
- Total Assets: $5.1M
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. |
|---|---|---|---|---|
| 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 | Recordkeeper | $57,440 | — | $57,440 |
| ONEDIGITAL INVESTEMENT ADVISORS | Recordkeeper | $19,408 | — | $19,408 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — Recordkeeper
- ONEDIGITAL INVESTEMENT ADVISORS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $76,848
- Estimated Expense Ratio: 1.509% 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 |
|---|---|---|---|---|---|
| 2023 | $80,848 | $19,408 | $57,440 | $4,000 | — |
| 2022 | $65,327 | — | $65,327 | — | — |