Plan Snapshot
- Plan Sponsor: Alamont Dental Associates, PC
- Sponsor EIN: 620867379
- Sponsor Address: 401 MARTIN LUTHER KING JR., BLVD., BRISTOL, TN, 37620
- Plan Type: 401(k)
- Total Participants: 30
- Total Assets: $4.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 30 | $4.7M | $243,532 | $136,483 |
| 2023 | 33 | $4.0M | $126,834 | $136,950 |
| 2022 | 32 | $3.6M | $110,097 | $127,911 |
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 |
|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | Other Service Provider | $16,930 | $17 | $16,947 |
| PRINCIPAL LIFE INSURANCE COMPANY | Other Service Provider | $11,700 | — | $11,700 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,647
- Estimated Expense Ratio: 0.614% of plan assets
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 | $223,188 | — | $29,154 | — | — |
| 2023 | $456,617 | — | $26,238 | — | — |
| 2022 | $371,624 | — | — | — | — |