Plan Snapshot
- Plan Sponsor: United Dental Partners, LLC
- Sponsor EIN: 474926253
- Sponsor Address: 4849 N MILWAUKEE AVE, CHICAGO, IL, 60630
- Plan Type: 401(k)
- Total Participants: 324
- Total Assets: $7.6M
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 | 324 | $7.6M | $248,389 | $986,913 |
| 2023 | 329 | $6.4M | $187,722 | $1.0M |
| 2022 | 361 | $5.0M | $272,166 | $937,497 |
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 |
|---|---|---|---|---|
| FRAZIER & DEETER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FRAZIER & DEETER — 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 | $8,100 | — | — | — | — |
| 2023 | $7,688 | — | — | — | — |
| 2022 | $6,839 | — | — | — | — |