# Atlas Dental Group LLC 401(k) Plan
Source: https://planprovider.pro/companies/atlas-dental-group-llc-401k-plan

> Atlas Dental Group LLC's 401(k) plan: 130 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

## Similar Plans

- [Mosaic Dental Collective, LLC](https://planprovider.pro/companies/mosaic-dental-collective-llc-401k-plan) — 537 participants

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