Plan Snapshot
- Plan Sponsor: Ultradent Products, INC.
- Sponsor EIN: 870336957
- Sponsor Address: 505 WEST ULTRADENT DRIVE, SOUTH JORDAN, UT, 84095
- Plan Type: 401(k)
- Total Participants: 1,341
- Total Assets: $110.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 1,341 | $110.2M | $3.4M | $7.1M |
| 2023 | 1,262 | $94.5M | $3.3M | $7.0M |
| 2022 | 1,423 | $77.3M | $3.5M | $7.2M |
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 |
|---|---|---|---|---|
| JONES SIMKINS LLC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JONES SIMKINS LLC. — 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 | $212,167 | $220,322 | — | — | — |
| 2023 | $249,935 | $224,544 | $300 | — | — |
| 2022 | $242,925 | $18,525 | — | — | — |