# Atlantic Dental Care, PLC 401(k) Plan
Source: https://planprovider.pro/companies/atlantic-dental-care-plc-401k-plan

> Atlantic Dental Care, PLC's 401(k) plan: 833 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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