Family Dental Health Retirement Savings Plan — Form 5500 plan (Fdh Holdings, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Family Dental Health Retirement Savings Plan is a benefit plan reported by Fdh Holdings, LLC under EIN 27-2160929 and plan number 001. The latest loaded filing year is 2023. The filing reports 438 participants and $7,202,755 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fdh Holdings, LLC
EIN
27-2160929
Plan number
001
Plan type
2
Location
Greer, SC
Latest filing year
2023
Participants
438
End-of-year plan assets
$7,202,755

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023438H, C20241010091816NAL0033679904001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,202,755
Total liabilities (EOY)
$5,662
Net assets (EOY)
$7,197,093
Net assets (BOY)
$4,856,693

Income & contributions

Employer contributions
$275
Participant contributions
$1,548,332
Total contributions
$1,673,631
Total income / additions
$2,739,278

Expenses & distributions

Benefits paid
$329,775
Administrative expenses
$63,007
Total expenses
$398,892
Net increase / (decrease)
$2,340,386

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ascensus LLCNONE$41,317$42023
One Digital Investment AdvisorsNONE$21,690not reported in the loaded dataset2023

Related Form 5500 pages