# American Dental Education Association 403(b) Plan
Source: https://planprovider.pro/companies/american-dental-education-association-403b-plan

> American Dental Education Association's 403(b) plan: 81 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — RECORDKEEPER

- [CARON & BLETZER PLLC](https://planprovider.pro/provider/caron-bletzer) — 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|—|—|

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