Plan Snapshot
- Plan Sponsor: So. Cal. Dental Partners, INC.
- Sponsor EIN: 223872991
- Sponsor Address: 27 SPECTRUM POINTE DRIVE SUITE 308, LAKE FOREST, CA, 92630
- Plan Type: 401(k)
- Total Participants: 123
- Total Assets: $3.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 123 | $3.9M | $32,220 | $420,331 |
| 2023 | 125 | $3.2M | $31,835 | $403,231 |
| 2022 | 129 | $2.5M | $39,479 | $411,374 |
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 |
|---|---|---|---|---|
| CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CPA AUDIT GROUP — Auditor
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 | $30,990 | $18,191 | — | — | — |
| 2023 | $24,576 | $14,867 | — | — | — |
| 2022 | $25,776 | $14,909 | $10,867 | — | — |