# Dental Assoc. Family And Specialty Care 401(k) Plan
Source: https://planprovider.pro/companies/dental-assoc-family-and-specialty-care-401k-plan

> Dental Assoc. Family And Specialty Care's 401(k) plan: 848 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Dental Assoc. Family And Specialty Care

- **Sponsor EIN:** 270339413

- **Sponsor Address:** 205 E. WISCONSIN AVE, MILWAUKEE, WI, 53202

- **Plan Type:** 401(k)

- **Total Participants:** 848

- **Total Assets:** $85.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|848|$85.6M|$1.1M|$4.2M|

| 2023|775|$77.6M|$1.2M|$4.0M|

| 2022|785|$63.5M|$1.2M|$3.8M|

## 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|

| FOREST CAPITAL MANAGEMENT LLC|ADVISOR|$110,516|—|$110,516|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$98,977|—|$98,977|

| WIPFLI LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [WIPFLI LLP](https://planprovider.pro/provider/wipfli-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $209,493

- **Estimated Expense Ratio:** 0.245% 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|$209,493|$110,516|—|—|—|

| 2023|$192,684|$102,266|—|—|—|

| 2022|$218,958|—|—|—|—|

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