# Affinity Dental 401(k) Plan
Source: https://planprovider.pro/companies/affinity-dental-401k-plan

> Affinity Dental's 401(k) plan: 178 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Affinity Dental

- **Sponsor EIN:** 821866847

- **Sponsor Address:** 330 WHITNEY AVE STE 740, HOLYOKE, MA, 010402789

- **Plan Type:** 401(k)

- **Total Participants:** 178

- **Total Assets:** $20.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|178|$20.0M|$434,484|$830,792|

| 2023|197|$17.6M|$427,042|$880,064|

| 2022|176|$14.4M|$398,400|$834,064|

## 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|

| PLANTE MORAN|Auditor|—|—|$0|

## 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|$64,347|—|$31,217|—|—|

| 2023|$89,182|—|$72,997|—|—|

| 2022|$93,976|—|$67,717|—|—|

## Similar Plans

- [Carequest Institute For Oral Health, INC.](https://planprovider.pro/companies/carequest-institute-for-oral-health-inc-401k-plan) — 175 participants

- [Chestnut Dental Associates, P.C.](https://planprovider.pro/companies/chestnut-dental-associates-p-c-plan-001) — 138 participants

- [Alpha Dental Center, PC](https://planprovider.pro/companies/alpha-dental-center-pc-401k-plan) — 136 participants

- [Tonelli, Webster And Crowley Dentistry Partnership](https://planprovider.pro/companies/j-s-tonelli-dmd-and-m-g-webster-dds-d-b-a-dental-health-concepts-plan) — 35 participants

- [Campus Lane Dental PLLC](https://planprovider.pro/companies/campus-lane-dental-pllc-plan) — 35 participants

- [Dentistry For Children, P. C.](https://planprovider.pro/companies/dentistry-for-children-p-c-401k-plan) — 32 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/affinity-dental-401k-plan)

© 2026 PlanProvider.Pro