# Plum Dental Group, L.L.C. 401(k) Plan
Source: https://planprovider.pro/companies/plum-dental-group-l-l-c-401k-plan

> Plum Dental Group, L.L.C.'s 401(k) plan: 264 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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