SO. CAL. DENTAL PARTNERS, INC. RETIREMENT PLAN

Plan Contact

  • Address: 27 SPECTRUM POINTE DRIVE SUITE 308,LAKE FOREST,CA
  • Contact person: DEBBIE CANU
  • Phone: (949) 600-7046

Plan General Information

SO. CAL. DENTAL PARTNERS, INC. RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of SO. CAL. DENTAL PARTNERS, INC. RETIREMENT PLAN is $3,223,107.00.This plan was established in 1996.

SO. CAL. DENTAL PARTNERS, INC. RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in SO. CAL. DENTAL PARTNERS, INC. RETIREMENT PLAN is 191

SO. CAL. DENTAL PARTNERS, INC. RETIREMENT PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for SO. CAL. DENTAL PARTNERS, INC. RETIREMENT PLAN is $16,874.00

SO. CAL. DENTAL PARTNERS, INC. RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for SO. CAL. DENTAL PARTNERS, INC. RETIREMENT PLAN is $2,227.00.

SO. CAL. DENTAL PARTNERS, INC. RETIREMENT PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in SO. CAL. DENTAL PARTNERS, INC. RETIREMENT PLAN is approximately $166.00
Investing in this additonal $166.00 for 20 years would give you extra $10,667.00, assuming a 10% annual return.

SO. CAL. DENTAL PARTNERS, INC. RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2023, SO. CAL. DENTAL PARTNERS, INC. RETIREMENT PLAN allocates $31,835.00 to match its employees' contributions, providing an employer match rate of 7.89% of their contributions

SO. CAL. DENTAL PARTNERS, INC. RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of SO. CAL. DENTAL PARTNERS, INC. RETIREMENT PLAN is 28.39%.

SO. CAL. DENTAL PARTNERS, INC. RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for SO. CAL. DENTAL PARTNERS, INC. RETIREMENT PLAN is 20.27%. This measures the effectiveness of the plan participants' investments in the year.

SO. CAL. DENTAL PARTNERS, INC. RETIREMENT PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of SO. CAL. DENTAL PARTNERS, INC. RETIREMENT PLAN is 0.76%.

Enrollment Features

SO. CAL. DENTAL PARTNERS, INC. RETIREMENT PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.

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