Plan Snapshot
- Plan Sponsor: American Dental Education Association
- Sponsor EIN: 911993281
- Sponsor Address: 655 K ST NW STE 800, WASHINGTON, DC, 200012399
- Plan Type: 403(b)
- Total Participants: 81
- Total Assets: $31.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 81 | $31.4M | $993,668 | $932,232 |
| 2023 | 78 | $26.5M | $917,316 | $850,388 |
| 2022 | 73 | $22.6M | $777,748 | $762,325 |
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 |
|---|---|---|---|---|
| MV CAPITAL MANAGEMENT | ADVISOR | $54,275 | — | $54,275 |
| TIAA | RECORDKEEPER | $26,930 | — | $26,930 |
| CARON & BLETZER PLLC | ACCOUNTANT | $11,667 | — | $11,667 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — RECORDKEEPER
- CARON & BLETZER PLLC — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $92,872
- Estimated Expense Ratio: 0.296% 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 | $91,921 | — | $91,921 | — | — |
| 2023 | $64,433 | — | $64,433 | — | — |
| 2022 | $47,275 | — | $47,275 | — | — |