Plan Snapshot
- Plan Sponsor: Alpha Dental Center, PC
- Sponsor EIN: 421532694
- Sponsor Address: 230 RHODE ISLAND AVENUE, FALL RIVER, MA, 02724
- Plan Type: 401(k)
- Total Participants: 136
- Total Assets: $3.8M
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 | 136 | $3.8M | $255,093 | $673,618 |
| 2023 | 132 | $2.9M | $236,757 | $614,142 |
| 2022 | 129 | $2.0M | $201,729 | $541,871 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $39,723 | — | $37,723 | — | — |
| 2023 | $29,148 | — | $26,998 | — | — |
| 2022 | $18,894 | — | $17,694 | — | $1,200 |