Plan Snapshot
- Plan Sponsor: Affiliated Family Dentist PC
- Sponsor EIN: 351637448
- Sponsor Address: 605 W DOUGLAS RD, MISHAWAKA, IN, 465451438
- Plan Type: 401(k)
- Total Participants: 218
- Total Assets: $6.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 218 | $6.8M | $0 | $406,368 |
| 2023 | 225 | $5.9M | $0 | $380,748 |
| 2022 | 188 | $5.1M | $18,061 | $362,660 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| MANER COSTERISAN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MANER COSTERISAN — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $35,759 | $25,037 | $9,862 | — | — |
| 2023 | $21,875 | $14,343 | $6,744 | — | — |
| 2022 | $30,006 | — | $30,006 | — | — |