Plan Snapshot
- Plan Sponsor: Star Dental Partners LLC
- Sponsor EIN: 834089502
- Sponsor Address: 5830 GRANITE PKWY, SUITE 780, PLANO, TX, 75024
- Plan Type: 401(k)
- Total Participants: 791
- Total Assets: $8.1M
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 | 791 | $8.1M | $0 | $2.3M |
| 2023 | 508 | $4.3M | $0 | $1.5M |
| 2022 | 356 | $2.3M | $0 | $883,643 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $8,765 | — | $8,765 |
| MOWERY & SCHOENFELD, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- MOWERY & SCHOENFELD, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,765
- Estimated Expense Ratio: 0.108% 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 | $8,765 | $204 | — | — | — |
| 2023 | $6,232 | — | — | — | — |
| 2022 | $4,039 | — | — | — | — |