Plan Snapshot
- Plan Sponsor: Ume Dental Growth, LLC
- Sponsor EIN: 814234954
- Sponsor Address: 624 3RD STREET SOUTH, NAMPA, ID, 83651
- Plan Type: 401(k)
- Total Participants: 153
- Total Assets: $6.3M
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 | 153 | $6.3M | $300,777 | $631,031 |
| 2023 | 160 | $4.9M | $215,366 | $407,213 |
| 2022 | 91 | $3.7M | $93,863 | $201,450 |
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 |
|---|---|---|---|---|
| COOPER NORMAN PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- COOPER NORMAN PLLC — 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 | $18,483 | $3,533 | — | — | — |
| 2023 | $115,358 | — | $9,962 | — | — |
| 2022 | $436,027 | — | $13,837 | — | — |