Plan Snapshot
- Plan Sponsor: Septodont, INC.
- Sponsor EIN: 112783458
- Sponsor Address: 205 GRANITE RUN DRIVE, SUITE 150, LANCASTER, PA, 17601
- Plan Type: 401(k)
- Plan Number: 503
- Total Participants: 42
- Total Assets: $169,717
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 42 | $169,717 | $0 | $0 |
| 2024 | 41 | $170,138 | $981,078 | $123,876 |
| 2023 | 37 | $527,515 | $870,568 | $109,180 |
| 2022 | 41 | $569,410 | $827,481 | $102,168 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP, LLC | Investment Advisor | $83,255 | — | $83,255 |
| E. K. MCCONKEY & CO., INC. | Investment Advisor | $15,510 | — | $15,510 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $98,765
- Estimated Expense Ratio: 58.194% 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 |
|---|---|---|---|---|---|
| 2025 | $1,230,892 | — | — | — | — |
| 2024 | $1,856,259 | — | — | — | — |
| 2023 | $944,199 | — | — | — | — |
| 2022 | $685,189 | — | — | — | — |