# Affiliated Family Dentist PC 401(k) Plan
Source: https://planprovider.pro/companies/affiliated-family-dentists-pc-401k-plan

> Affiliated Family Dentist PC's 401(k) plan: 218 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/maner-costerisan-pc) — 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|—|—|

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