WESTERN DENTAL SERVICES, INC. 401(K) PLAN

Plan Contact

  • Address: 530 SOUTH MAIN STREET,,ORANGE,CA
  • Contact person: SHERRI HANSEN
  • Phone: (800) 417-4444

Plan General Information

WESTERN DENTAL SERVICES, INC. 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of WESTERN DENTAL SERVICES, INC. 401(K) PLAN is $141,926,993.00.This plan was established in 1999.

WESTERN DENTAL SERVICES, INC. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in WESTERN DENTAL SERVICES, INC. 401(K) PLAN is 8118

WESTERN DENTAL SERVICES, INC. 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for WESTERN DENTAL SERVICES, INC. 401(K) PLAN is $17,482.00

WESTERN DENTAL SERVICES, INC. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for WESTERN DENTAL SERVICES, INC. 401(K) PLAN is $3,667.00.

WESTERN DENTAL SERVICES, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of WESTERN DENTAL SERVICES, INC. 401(K) PLAN is 25.51%.

WESTERN DENTAL SERVICES, INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for WESTERN DENTAL SERVICES, INC. 401(K) PLAN is 14.52%. This measures the effectiveness of the plan participants' investments in the year.

WESTERN DENTAL SERVICES, INC. 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of WESTERN DENTAL SERVICES, INC. 401(K) PLAN is 0.67%.

Enrollment Features

WESTERN DENTAL SERVICES, INC. 401(K) PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more …

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …