Plan Snapshot
- Plan Sponsor: Atlanta Dental Supply Company
- Sponsor EIN: 581402148
- Sponsor Address: 1650 SATELLITE BLVD., DULUTH, GA, 30017
- Plan Type: 401(k)
- Total Participants: 185
- Total Assets: $18.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 185 | $18.5M | $280,177 | $928,576 |
| 2023 | 190 | $16.7M | $280,296 | $878,596 |
| 2022 | 193 | $14.3M | $270,565 | $838,654 |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $37,505 | — | $37,505 |
| INTERNATIONAL ASSETS ADVISORY, LLC | Investment Advisor | $30,761 | — | $30,761 |
| LEAFHOUSE FINANCIAL ADVISORS, LLC | Investment Advisor | $19,913 | — | $19,913 |
| FUTUREPLAN BY ASCENSUS | Recordkeeper | $5,188 | — | $5,188 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
- FUTUREPLAN BY ASCENSUS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $93,367
- Estimated Expense Ratio: 0.504% 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 | $93,261 | — | $93,261 | — | — |
| 2023 | $81,999 | — | $81,999 | — | — |
| 2022 | $65,976 | — | $65,976 | — | — |