Ocean Dental Corporate Office 401(k) match, vesting and fees
What Ocean Dental Corporate Office'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 | Valic Retirement Services Co. | Schedule C ↗ |
| Independent auditor | Adamsbrown,llc (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Ocean Dental Corporate Office: employer contribution per participant | $306 | |
| Peer median | $1,468 |
| Ocean Dental Corporate Office: average balance | $33,521 | |
| Peer median | $37,786 |
| Ocean Dental Corporate Office: admin expenses ÷ assets | 0.69% | |
| Peer median | 0.39% |
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 $5.7M at the end of plan year 2021 to $5.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 187 | $5.2M | $48K | $306 | 0.69% | Not published | Form 5500 ↗ |
| 2023 | 204 | $5.4M | $77K | $474 | 0.94% | Not published | Form 5500 ↗ |
| 2022 | 202 | $4.6M | $76K | $462 | 0.86% | Not published | Form 5500 ↗ |
| 2021 | 197 | $5.7M | $71K | $409 | 0.97% | Not published | Form 5500 ↗ |
Common questions
Does Ocean Dental Corporate Office match 401(k) contributions?
The match terms for the Ocean Dental Corporate Office, Inc. Employees Savings Trust have not been published from its filing yet. The plan year 2024 filing reports $48K in employer contributions, about $306 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Ocean Dental Corporate Office 401(k) match vested?
The vesting schedule for the Ocean Dental Corporate Office, Inc. Employees Savings Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Ocean Dental Corporate Office 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Valic Retirement Services Co.. The plan administrator is Ocean Dental Corporate Office, Inc..
I left Ocean Dental Corporate Office. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Ocean Dental Corporate Office, Inc., (405) 334-7645) or the recordkeeper, Valic Retirement Services Co.. The Ocean Dental Corporate Office old 401(k) page lists the contacts from every plan filing. Find an old Ocean Dental Corporate Office 401(k)
Data from the public Form 5500 annual reports Ocean Dental Corporate Office filed with the U.S. Department of Labor (plan years 2021 and 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 Ocean Dental Corporate Office. Not financial advice. Report a correction · Methodology