Plan Snapshot
- Plan Sponsor: Willamette Dental Group, P.C.
- Sponsor EIN: 930699253
- Sponsor Address: 6950 NE CAMPUS WAY, HILLSBORO, OR, 971245611
- Plan Type: 401(k)
- Total Participants: 1,183
- Total Assets: $182.0M
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 | 1,183 | $182.0M | $4.3M | $8.3M |
| 2023 | 1,229 | $161.3M | $4.5M | $8.8M |
| 2022 | 1,310 | $134.2M | $4.6M | $8.7M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $141,009 | — | $141,009 |
| HYAS GROUP | Other Service Provider | $33,725 | $26 | $33,751 |
| PERKINS & COMPANY PC | Auditor | $16,750 | — | $16,750 |
| WILLAMETTE DENTAL GROUP | Investment Advisor | $16,000 | — | $16,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PERKINS & COMPANY PC — Auditor
- WILLAMETTE DENTAL GROUP — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $207,510
- Estimated Expense Ratio: 0.114% 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 | $207,485 | — | $173,760 | — | — |
| 2023 | $135,070 | — | $119,406 | $15,664 | — |
| 2022 | $135,223 | — | $135,223 | — | — |