Plan Snapshot
- Plan Sponsor: Central Virginia Dental Care, PLC
- Sponsor EIN: 813793901
- Sponsor Address: 1206 PONDOLA LANE, COLONIAL HEIGHTS, VA, 23834
- Plan Type: 401(k)
- Total Participants: 726
- Total Assets: $97.3M
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 | 726 | $97.3M | $3.6M | $3.0M |
| 2023 | 501 | $86.1M | $3.7M | $2.8M |
| 2022 | 486 | $75.3M | $3.6M | $2.8M |
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 SERVICES, INC | INVESTMENT ADVISOR | $210,462 | — | $210,462 |
| SIGNATURE INVESTMENT ADVISORS | INVESTMENT ADVISOR | $14,260 | — | $14,260 |
| 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: $224,722
- Estimated Expense Ratio: 0.231% 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 | $226,055 | $224,722 | — | — | — |
| 2023 | $205,146 | $203,001 | — | — | — |
| 2022 | $219,758 | $218,718 | $1,040 | — | — |