Plan Snapshot
- Plan Sponsor: American Dental Association
- Sponsor EIN: 360724690
- Sponsor Address: 401 N. MICHIGAN AVE., STE. 3300, CHICAGO, IL, 60611
- Plan Type: DB
- Total Participants: 342
- Total Assets: $174.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 342 | $174.4M | $0 | $0 |
| 2023 | 329 | $180.7M | $4.2M | $0 |
| 2022 | 336 | $167.9M | $6.9M | $0 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — 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 | $989,540 | $55,464 | $14,322 | — | — |
| 2023 | $938,653 | $69,917 | $14,686 | — | — |
| 2022 | $888,132 | $73,936 | — | — | $167,298 |