Plan Snapshot
- Plan Sponsor: Atlantic Dental Care, PLC
- Sponsor EIN: 455402141
- Sponsor Address: 10245 IDLE PINE LN., ESTERO, FL, 34135
- Plan Type: 401(k)
- Total Participants: 833
- Total Assets: $89.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 833 | $89.2M | $4.0M | $3.4M |
| 2023 | 584 | $76.0M | $3.7M | $3.5M |
| 2022 | 552 | $67.1M | $3.2M | $3.1M |
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 |
|---|---|---|---|---|
| WELLINGTON CONSULTING SERVICE, INC. | INVESTMENT ADVISOR | $192,198 | — | $192,198 |
| STEIGERWALD GORDON & KOCH | INVESTMENT ADVISOR | $7,861 | — | $7,861 |
| ZUKERMAN & ASSOCIATES, LTD | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $200,059
- Estimated Expense Ratio: 0.224% 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 | $208,404 | $205,934 | $2,470 | — | — |
| 2023 | $178,069 | $175,567 | $2,502 | — | — |
| 2022 | $172,265 | $170,152 | $2,113 | — | — |