Plan Snapshot
- Plan Sponsor: Plum Dental Group, L.L.C.
- Sponsor EIN: 821566002
- Sponsor Address: 29 UPDIKE AVENUE, NORTH KINGSTON, RI, 02852
- Plan Type: 401(k)
- Total Participants: 264
- Total Assets: $8.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 264 | $8.2M | $288,995 | $791,298 |
| 2023 | 223 | $6.5M | $241,534 | $623,734 |
| 2022 | 184 | $4.9M | $166,918 | $411,559 |
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 |
|---|---|---|---|---|
| SRC CERTIFIED PUBLIC ACCOUNTANTS PC | 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 | $37,810 | — | $36,535 | — | — |
| 2023 | $45,123 | $14,038 | $14,304 | $15,995 | — |
| 2022 | $36,859 | — | $36,859 | — | — |