Plan Snapshot
- Plan Sponsor: The Super Dentists, INC.
- Sponsor EIN: 270148775
- Sponsor Address: 9737 AERO DRIVE SUITE 100, SAN DIEGO, CA, 92123
- Plan Type: 401(k)
- Total Participants: 216
- Total Assets: $8.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 216 | $8.7M | $228,436 | $355,821 |
| 2023 | 198 | $6.9M | $210,485 | $328,023 |
| 2022 | 195 | $5.7M | $166,514 | $270,233 |
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 |
|---|---|---|---|---|
| GOLDEN STATE WEALTH MANAGEMENT LLC | INVESTMENT/FINANCIAL ADVI | $19,667 | — | $19,667 |
| ADP, INC. | RECORD KEEPER | $9,238 | — | $9,238 |
| SOREN MCADAM LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- SOREN MCADAM LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,905
- Estimated Expense Ratio: 0.333% 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 | $28,906 | $19,902 | — | — | — |
| 2023 | $22,913 | $15,562 | — | — | — |
| 2022 | $21,023 | — | — | — | — |