Plan Snapshot
- Plan Sponsor: Spring Dental
- Sponsor EIN: 843938327
- Sponsor Address: 400 RIVERWALK TERRACE, JENKS, OK, 74037
- Plan Type: 401(k)
- Total Participants: 799
- Total Assets: $3.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 799 | $3.8M | $0 | $1.1M |
| 2023 | 785 | $2.6M | $0 | $1.0M |
| 2022 | 663 | $1.3M | $0 | $854,522 |
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 |
|---|---|---|---|---|
| CBIZ MHM, LLC | 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 | $82,333 | $48,666 | $33,667 | — | — |
| 2023 | $40,731 | $12,524 | $28,207 | — | — |
| 2022 | $18,386 | $6,652 | $11,734 | — | — |