Retirement plan

INTERDENT SERVICE CORPORATION 401(K) PLAN

Name: INTERDENT SERVICE CORPORATION - INTERDENT SERVICE CORPORATION 401(K) PLAN (2023) Form 5500
Creator: INTERDENT SERVICE CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INTERDENT SERVICE CORPORATION 401(K) PLAN, INTERDENT SERVICE CORPORATION

INTERDENT SERVICE CORPORATIONEIN 91-1577891Plan #001PY 2023

9800 S LA CIENEGA BLVD., SUITE 800 - INGLEWOOD, CA 90301310-765-2400LinkedIn1001-5000 employeeshospital & health care

Prospect flagsCorrective distributions

Top hat statement on fileNQDC

Filed February 16, 2018 (most recent of 2 filings on file)

Plan administrator

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9800 S. La Cienega Blvd., Suite 800

Inglewood State: CA Zip Code: 90301

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Plans declared (1)

Plan name not on file334 emp

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Total assets (EOY)

$87.3M

+18.7% from 2022

Total participants

2,877

+2.5% from 2022

Average account balance

$31,622

+5.8% from 2022

Annual return

17.98%

+34.07 pp from 2022

Benchmarks

See 1,406 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants1,000-4,999

Cohort1,406 peers

Snapshot2023

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$100.08M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$40K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

2,499

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

95.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$10.02M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.92%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$135

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 6 by compensation

Provider	Service type	Compensation
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290	Contract Administrator	$237,223
OPPENHEIMER7+ years Filed as: OPPENHEIMER & CO. Service code 27	Advisory (Plan)	$83,505
TRUOG-RYDING COMPANY, INC.7+ years Service code 13	Contract Administrator	$30,090
TRUOG-RYDING COMPANY, INC.5 years Filed as: TRUOG-RYDING COMPANY, INC Service code 13 · EIN 95-3497679 2659 TOWNSGATE ROAD, SUITE 101 · WESTLAKE VILLAGE, CA 91361	Contract Administrator	$23,110
MILLER KAPLAN ARASE LLP5 years Service code 10 · EIN 95-2036255	Accounting	$0
OPPENHEIMER5 years Filed as: OPPENHEIMER & CO Service code 27 · EIN 13-5657518	Advisory (Plan)	$0

Plan features & details

Pension benefit codes2E2F2G2J2S2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$260K

$144 / participant

Recordkeeping$260K100.0%

% of EOY assets

0.298%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: MILLER KAPLAN ARASE LLP
Auditor EIN: 952036255
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$31,622

$50,151-36.9%

$149,717-78.9%

$80,149-60.5%

Participation rate

93.7%

64.3%+29.4pp

78.8%+14.9pp

72.9%+20.7pp

Annual return

17.98%

29.80%-11.8pp

134.41%-116.4pp

40.39%-22.4pp

Employer contribution / active EE

$752

$1,867-59.7%

$4,820-84.4%

$2,977-74.7%

Participant deferral / active EE

$4,593

$3,194+43.8%

$5,682-19.2%

$5,015-8.4%

Admin fee / account holder

$94

$153-38.3%

$13,213-99.3%

$145-35.0%

Provider

Service type

Compensation

PRINCIPAL LIFE INSURANCE COMPANY7+ years

Service code 13 · EIN 42-0127290

Contract Administrator

$237,223

OPPENHEIMER7+ years

Filed as: OPPENHEIMER & CO.

Service code 27

Advisory (Plan)

$83,505

TRUOG-RYDING COMPANY, INC.7+ years

Service code 13

Contract Administrator

$30,090

TRUOG-RYDING COMPANY, INC.5 years

Filed as: TRUOG-RYDING COMPANY, INC

Service code 13 · EIN 95-3497679

2659 TOWNSGATE ROAD, SUITE 101 · WESTLAKE VILLAGE, CA 91361

Contract Administrator

$23,110

MILLER KAPLAN ARASE LLP5 years

Service code 10 · EIN 95-2036255

Accounting

OPPENHEIMER5 years

Filed as: OPPENHEIMER & CO

Service code 27 · EIN 13-5657518

Advisory (Plan)

INTERDENT SERVICE CORPORATION 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INTERDENT SERVICE CORPORATION 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion