Plan Snapshot
- Plan Sponsor: West Coast Dental Services, INC.
- Sponsor EIN: 954558576
- Sponsor Address: 12121 WILSHIRE BLVD., SUITE 1111, LOS ANGELES, CA, 90025
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 688
- Total Assets: $3.6M
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. |
|---|---|---|---|---|
| 2023 | 688 | $3.6M | $0 | $345,611 |
| 2022 | 320 | $2.9M | $62,022 | $374,371 |
| 2020 | 345 | $2.5M | $57,694 | $373,236 |
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 |
|---|---|---|---|---|
| WITHUMSMITH+BROWN, P.C. | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2023 | $7,017 | — | $7,017 | — | — |
| 2022 | $5,709 | — | $4,834 | — | — |
| 2020 | $9,105 | — | — | — | — |