Mortenson Family Dental Holdings, Inc. 401(k) Plan: Login, Facts & Contact Information

Mortenson Family Dental Holdings, Inc. 401(k) Plan Facts

Plan name
MORTENSON DENTAL PARTNERS 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
MORTENSON FAMILY DENTAL HOLDINGS, INC.
Participants
2,305 (2,130 active employees)
Former employees with a balance
240
Plan assets
$61,975,506 at Dec 31, 2024
Average account balance
$28,866 across 2,147 accounts
Recordkeeper
Principal Life Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2005
✓ 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 Oct 9, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $8.63 million went into the plan in contributions.
  • $6.58 million was paid out to participants.
  • Investment and other income added $7.76 million.
  • Administrative expenses were $214,680, about $100 per account.

How the Mortenson Family Dental Holdings, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20192,265$31.4 million—$1.99 million
20201,833$37.3 million$0$4.25 million
20211,983$44.7 million$8,472$4.27 million
20222,083$40.5 million$685$3.48 million
20232,269$51.6 million$3,537$5.28 million
20242,305$62.0 million—$6.58 million

Mortenson Family Dental Holdings, Inc. 401(k) Contact Information

Phone
502-254-6084
Mailing address
10300 LINN STATION RD, STE 100, LOUISVILLE KY 40223
Plan sponsor
MORTENSON FAMILY DENTAL HOLDINGS, INC.
Employer identification number (EIN)
45-1839908
Plan number
003

Questions about the Mortenson Family Dental Holdings, Inc. 401(k)

Does Mortenson Family Dental Holdings, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the Mortenson Family Dental Holdings, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Mortenson Family Dental Holdings, Inc 401(k) plan?

2,305 participants at the start of plan year 2024, 2,130 of them active employees, and 240 former employees who still had money in the plan.

What is the average 401(k) balance at Mortenson Family Dental Holdings, Inc?

About $28,866 per account: $62.0 million in plan assets across 2,147 accounts with a balance at the end of plan year 2024.

Who manages the Mortenson Family Dental Holdings, Inc 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 Mortenson Family Dental Holdings, Inc. 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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