Plan Snapshot
- Plan Sponsor: American Dental Partners, INC.
- Sponsor EIN: 043297858
- Sponsor Address: 1200 NETWORK CENTRE DR., EFFINGHAM, IL, 62401
- Plan Type: 401(k)
- Total Participants: 565
- Total Assets: $59.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 565 | $59.5M | $882,070 | $2.6M |
| 2023 | 518 | $53.6M | $924,093 | $2.5M |
| 2022 | 687 | $45.7M | $628,750 | $2.6M |
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 |
|---|---|---|---|---|
| MARTIN HOOD | Auditor | $21,000 | — | $21,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MARTIN HOOD — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,000
- Estimated Expense Ratio: 0.035% 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 | $73,890 | $52,249 | — | $21,000 | — |
| 2023 | $64,835 | $39,285 | — | $25,250 | — |
| 2022 | $140,030 | $140,030 | — | — | — |