Plan Snapshot
- Plan Sponsor: Dedicated Nursing Associates, INC
- Sponsor EIN: 204641957
- Sponsor Address: 6536 WILLIAM PENN HIGHWAY, DELMONT, PA, 15626
- Plan Type: 401(k)
- Total Participants: 1,825
- Total Assets: $4.2M
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 | 1,825 | $4.2M | $312,159 | $468,710 |
| 2023 | 1,670 | $3.2M | $271,442 | $419,478 |
| 2022 | 1,368 | $2.6M | $305,492 | $532,527 |
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 |
|---|---|---|---|---|
| WELLS FARGO ADVISORS LLC | Investment Advisor | $15,201 | — | $15,201 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,201
- Estimated Expense Ratio: 0.363% 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 | $61,775 | $15,961 | — | — | — |
| 2023 | $60,585 | — | $48,300 | — | — |
| 2022 | $52,254 | $11,076 | $41,178 | — | — |