Liberty Dental Plan 401(k) match, vesting and fees
What Liberty Dental Plan's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | ADP, Inc. | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 673 defined-contribution plans in finance and insurance with 1,000 to 4,999 participants.
| Liberty Dental Plan: employer contribution per participant | $2,456 | |
| Peer median | $2,966 |
| Liberty Dental Plan: average balance | $39,776 | |
| Peer median | $104,792 |
| Liberty Dental Plan: admin expenses ÷ assets | 0.38% | |
| Peer median | 0.10% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $30.3M at the end of plan year 2022 to $47.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,237 | $47.9M | $3M | $2,456 | 0.38% | Not published | Form 5500 ↗ |
| 2023 | 1,241 | $37.9M | $2.8M | $2,366 | 0.45% | Not published | Form 5500 ↗ |
| 2022 | 1,248 | $30.3M | $2.5M | $2,067 | 0.49% | Not published | Form 5500 ↗ |
Common questions
Does Liberty Dental Plan match 401(k) contributions?
The match terms for the Liberty Dental Plan Corporation 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $3M in employer contributions, about $2,456 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Liberty Dental Plan 401(k) match vested?
The vesting schedule for the Liberty Dental Plan Corporation 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Liberty Dental Plan 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is ADP, Inc.. The plan administrator is Liberty Dental Plan Corporation.
I left Liberty Dental Plan. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Liberty Dental Plan Corporation, (657) 859-6554) or the recordkeeper, ADP, Inc.. The Liberty Dental Plan old 401(k) page lists the contacts from every plan filing. Find an old Liberty Dental Plan 401(k)
Data from the public Form 5500 annual reports Liberty Dental Plan filed with the U.S. Department of Labor (plan years 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Liberty Dental Plan. Not financial advice. Report a correction · Methodology