Department of Labor filing

C&TDG MANAGEMENT LLC DBA OAK DENTAL PARTNERS

C&TDG MANAGEMENT 401(K) PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Sep 29, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

14filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

Reported employer contributions per active participant.

Higher than about 6% of comparable plans

#People in the filing

975

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$123 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 34% of comparable plans

↗Investment performance

Not available

Plan assets changed 38.6%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202414out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions6th percentileTypical peer $1,543 · based on 691 comparable plans

Lower reported administrative expense34th percentileTypical peer $91 · based on 742 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, C&TDG MANAGEMENT LLC DBA OAK DENTAL PARTNERS reported $4,586 in employer contributions across the plan and 975 active participants. That works out to $5 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy97%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendNot enough history

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 122.1%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context14/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $4,586
Participant contributions: $1,498,991
Other contributions: $1,999,678
Employer share of reported contributions: 0.3%
Beginning assets: $14,715,298
Ending assets: $20,399,238
Ending net assets: $20,399,238
Ending liabilities: $0
Total income: $6,234,478
Total expenses: $550,538
Administrative expenses: $116,469
Participant loans: $136,073

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

Not reported

2023

Not reported

2024

Plan-paid administrative expenses per participant

2022

$56

2023

$112

2024

$123

Active participants

2022

715

2023

824

2024

975

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$5	975	20.4M	20250929083314NAL0026251090001
2023	Not reported	824	14.7M	20241009101722NAL0019002673001
2022	Not reported	715	5.3M	20231004153813NAL0026747984001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.7%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 474712711-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2015
Industry: Health care and social assistance
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2J2K2F2G3D3B3H2T

Current plan terms

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Filing ACK_ID20250929083314NAL0026251090001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗