# Simply Dental Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/simply-orthodontics-401k-plan

> Simply Dental Management, INC.'s 401(k) plan: 349 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Simply Dental Management, INC.

- **Sponsor EIN:** 473738355

- **Sponsor Address:** 87 ELM STREET, HOPKINTON, MA, 01748

- **Plan Type:** 401(k)

- **Total Participants:** 349

- **Total Assets:** $6.5M

## 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|349|$6.5M|$178,302|$940,729|

| 2023|281|$5.9M|$267,869|$955,201|

| 2022|277|$3.9M|$237,155|$681,607|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$29,230|—|$29,230|

| FIRST NATIONAL ADVISORS LLC|ADVISOR|$17,480|—|$17,480|

| CARON & BLETZER, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [FIRST NATIONAL ADVISORS LLC](https://planprovider.pro/provider/first-national-corporation) — ADVISOR

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $46,710

- **Estimated Expense Ratio:** 0.724% 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|

| 2024|$49,415|$17,480|—|—|—|

| 2023|$43,008|$8,219|—|—|—|

| 2022|$6,700|—|—|—|—|

## Similar Plans

- [Advanced Dental Brands LLC](https://planprovider.pro/companies/advanced-dental-brands-llc-401k-plan) — 328 participants

- [Myorthos Holdings, LLC](https://planprovider.pro/companies/myorthos-401k-plan) — 612 participants

- [42 North Dental, LLC](https://planprovider.pro/companies/42-north-dental-llc-401k-plan) — 1,662 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/simply-orthodontics-401k-plan)

© 2026 PlanProvider.Pro