Plan Snapshot
- Plan Sponsor: Bonadent, LLC
- Sponsor EIN: 920960572
- Sponsor Address: 2465 BONADENT DRIVE, SENECA FALLS, NY, 131480499
- Plan Type: 401(k)
- Total Participants: 312
- Total Assets: $15.7M
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 | 312 | $15.7M | $290,217 | $841,215 |
| 2023 | 296 | $14.1M | $269,737 | $705,848 |
| 2022 | 278 | $11.2M | $260,173 | $745,499 |
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 |
|---|---|---|---|---|
| DEJOY & CO. CPAS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DEJOY & CO. CPAS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $103,401 | — | $88,846 | — | — |
| 2023 | $110,183 | — | $110,183 | — | — |
| 2022 | $111,701 | — | $111,701 | — | — |