C&tdg Management, Llc 401(k) Plan: Login, Facts & Contact Information

C&tdg Management, Llc 401(k) Plan Facts

Plan name
C&TDG MANAGEMENT 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
C&TDG MANAGEMENT LLC DBA OAK DENTAL PARTNERS
Participants
944 (975 active employees)
Former employees with a balance
34
Plan assets
$20,399,238 at Dec 31, 2024
Average account balance
$35,601 across 573 accounts
Employer contributions
$4,586 in plan year 2024 (0% of all contributions)
Recordkeeper
Principal Life Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2015
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 29, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $3.50 million went into the plan in contributions, $4,586 of it from the employer (0%).
  • $434,069 was paid out to participants.
  • Investment and other income added $2.73 million.
  • Administrative expenses were $116,469, about $203 per account.

How the C&tdg Management, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019230$709,575—$144,151
2020241$771,167—$163,213
2021223$876,620—$437,670
2022523$5.32 million—$296,822
2023771$14.7 million—$1.43 million
2024944$20.4 million$4,586$434,069

C&tdg Management, Llc 401(k) Contact Information

Phone
770-231-5341
Mailing address
2300 LAKEVIEW PARKWAY, SUITE 250, ALPHARETTA GA 30009
Plan sponsor
C&TDG MANAGEMENT LLC DBA OAK DENTAL PARTNERS
Plan administrator
SBSF
Employer identification number (EIN)
47-4712711
Plan number
001

Questions about the C&tdg Management, Llc 401(k)

Does C&tdg Management, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $4,586, 0% of all contributions.

Does the C&tdg Management, Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the C&tdg Management, Llc 401(k) plan?

944 participants at the start of plan year 2024, 975 of them active employees, and 34 former employees who still had money in the plan.

What is the average 401(k) balance at C&tdg Management, Llc?

About $35,601 per account: $20.4 million in plan assets across 573 accounts with a balance at the end of plan year 2024.

Who manages the C&tdg Management, Llc 401(k) accounts?

Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at C&tdg Management, Llc. How do I access my 401(k)?

Your account stays with Principal after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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