Plan Snapshot
- Plan Sponsor: Ashby Orthodontics, Ltd
- Sponsor EIN: 540924264
- Sponsor Address: 4356-4 BONNEY ROAD, VIRGINIA BEACH, VA, 23452
- Plan Type: DB
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 7 | $1.6M | $51,000 | $0 |
| 2023 | 32 | $1.4M | $38,000 | $0 |
| 2022 | 32 | $1.2M | $0 | $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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $12,117 | — | $12,117 |
| CAMBRIDGE INVESTMENT RESEARCH ADVIS | Investment Advisor | — | $6,996 | $6,996 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,113
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 |
|---|---|---|---|---|---|
| 2025 | $1,621,403 | — | $5,151 | — | — |
| 2024 | $12,117 | — | $12,117 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |