Plan Snapshot
- Plan Sponsor: Delta Dental Plan Of Arkansas, INC.
- Sponsor EIN: 710561140
- Sponsor Address: 1513 COUNTRY CLUB RD., SHERWOOD, AR, 72120
- Plan Type: 401(k)
- Total Participants: 200
- Total Assets: $25.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 200 | $25.0M | $1.8M | $974,550 |
| 2023 | 216 | $21.5M | $1.6M | $933,232 |
| 2022 | 210 | $18.6M | $1.7M | $931,645 |
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 |
|---|---|---|---|---|
| PRIME CAPITAL INVT ADVISORS, LLC | Investment Advisor | $54,369 | — | $54,369 |
| NEWPORT GROUP, INC. | Other Service Provider | $15,230 | — | $15,230 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $69,599
- Estimated Expense Ratio: 0.278% 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 | $78,251 | $63,021 | — | — | — |
| 2023 | $59,245 | $46,564 | — | — | — |
| 2022 | $56,600 | $49,271 | $7,329 | — | — |