Mortenson Family Dental Holdings 401(k) match, vesting and fees
What Mortenson Family Dental Holdings' 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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Cherry Bekaert 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 1,281 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Mortenson Family Dental Holdings: employer contribution per participant | — | |
| Peer median | $1,358 |
| Mortenson Family Dental Holdings: average balance | $28,808 | |
| Peer median | $44,442 |
| Mortenson Family Dental Holdings: admin expenses ÷ assets | 0.38% | |
| Peer median | 0.21% |
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 $51.6M at the end of plan year 2023 to $61.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,373 | $61.9M | — | — | 0.38% | Not published | Form 5500 ↗ |
| 2023 | 2,305 | $51.6M | $3,537 | $2 | 0.44% | Not published | Form 5500 ↗ |
Other Mortenson Family Dental Holdings plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Mortenson Dental Partners Employee Stock Ownership Plan
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 | Principal Financial Group | Schedule C ↗ |
| Independent auditor | Cherry Bekaert (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Mortenson Family Dental Holdings match 401(k) contributions?
The match terms for the Mortenson Dental Partners 401(k) Plan have not been published from its filing yet.
When is the Mortenson Family Dental Holdings 401(k) match vested?
The vesting schedule for the Mortenson Dental Partners 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Mortenson Family Dental Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Mortenson Family Dental Holdings, Inc..
I left Mortenson Family Dental Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Mortenson Family Dental Holdings, Inc., (502) 254-6084) or the recordkeeper, Principal Life Insurance Company. The Mortenson Family Dental Holdings old 401(k) page lists the contacts from every plan filing. Find an old Mortenson Family Dental Holdings 401(k)
Data from the public Form 5500 annual reports Mortenson Family Dental Holdings filed with the U.S. Department of Labor (plan years 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 Mortenson Family Dental Holdings. Not financial advice. Report a correction · Methodology