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Sponsor portfolio

MORTENSON FAMILY DENTAL HOLDINGS

EIN 45-1839908-medical practice-Latest filing 2025
Plans
4
Retirement
2
$132.9M assets
Welfare
2
Participants
7,317
10300 LINN STATION ROAD, SUITE 100 - LOUISVILLE, KY 40223502-254-8500LinkedIn1001-5000 employeesmedical practice
Plans on this EIN
4 filings
#002ESOP-$70.9M - 2,220 part#003401k-$62.0M - 2,373 part#002Self Funded-0 lives#503Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $132.9M assets / 4,593 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • EMPLOYEE STOCK OWNERSHIP (#002)53%
  • DENTAL PARTNERS 401(K) (#003)47%
Total $132.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
53%top
  • PRINCIPAL LIFE INSURANCE COMPANY53%
  • (Not disclosed)47%
Total $132.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DENTAL PARTNERS 401(K) (#003)2,373
  • EMPLOYEE STOCK OWNERSHIP (#002)2,220
Total 4,593Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MORTENSON DENTAL PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$70.9M
Participants2,220
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

MORTENSON DENTAL PARTNERS 401(K) PLAN

401k

Assets$62.0M
Participants2,373
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#002

MORTENSON DENTAL PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

MORTENSON FAMILY DENTAL HOLDINGS FLEXIBLE BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MORTENSON DENTAL PARTNERS EMPLOYEE STOCK OWNERSHIP PLANESOP$70.9M2,2202024
003MORTENSON DENTAL PARTNERS 401(K) PLAN401k$62.0M2,3732024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
002MORTENSON DENTAL PARTNERS EMPLOYEE STOCK OWNERSHIP PLANSelf Funded-$002024
503MORTENSON FAMILY DENTAL HOLDINGS FLEXIBLE BENEFIT PLANSelf Funded-$002025
Retirement plans
Welfare plans
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