Plan Snapshot
- Plan Sponsor: Atlas Dental Group LLC
- Sponsor EIN: 475476383
- Sponsor Address: 2407 PACIFIC AVE. SE SUITE B, OLYMPIA, WA, 98501
- Plan Type: 401(k)
- Total Participants: 130
- Total Assets: $8.5M
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 | 130 | $8.5M | $360,277 | $689,107 |
| 2023 | 132 | $7.2M | $340,149 | $669,453 |
| 2022 | 130 | $5.4M | $283,333 | $590,287 |
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 | CONTRACT ADMINISTRATOR | $30,216 | — | $30,216 |
| CAMBRIDGE INVESTMENT RESEARCH ADVIS | INVESTMENT ADVISORY | — | $9,389 | $9,389 |
| PENSION PLAN SPECIALISTS PC | TPA | $4,211 | $3,937 | $8,148 |
| VERITY ACCOUNTANCY PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VERITY ACCOUNTANCY PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,753
- Estimated Expense Ratio: 0.565% 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 | $32,766 | — | $32,766 | — | — |
| 2023 | $17,645 | — | $17,645 | — | — |
| 2022 | $12,545 | — | $12,545 | — | — |