Plan Snapshot
- Plan Sponsor: Western Dental Services, INC.
- Sponsor EIN: 330065869
- Sponsor Address: 530 SOUTH MAIN STREET, ORANGE, CA, 92868
- Plan Type: DC
- Total Participants: 6,152
- Total Assets: $153.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 6,152 | $153.9M | $0 | $22.7M |
| 2023 | 7,222 | $141.9M | $0 | $24.3M |
| 2022 | 7,273 | $113.1M | $3,016 | $19.2M |
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 |
|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES | RECORD KEEPER | $455,607 | — | $455,607 |
| MORGAN STANLEY | INVESTMENT ADVISOR | $127,538 | — | $127,538 |
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — INVESTMENT ADVISOR
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $583,145
- Estimated Expense Ratio: 0.379% 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 | $438,744 | — | $117,523 | — | — |
| 2023 | $951,966 | $114,723 | $22,350 | — | — |
| 2022 | $735,481 | $100,353 | — | — | — |