# Western Dental Services, INC. DC Plan
Source: https://planprovider.pro/companies/western-dental-services-inc-plan-001

> Western Dental Services, INC.'s DC plan: 6,152 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/jp-morgan-asset-management) — INVESTMENT ADVISOR

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/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|—|—|—|

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