Plan Snapshot
- Plan Sponsor: Dental Care Alliance
- Sponsor EIN: 820580763
- Sponsor Address: 6240 LAKE OSPREY DRIVE, SARASOTA, FL, 34240
- Plan Type: 401(k)
- Total Participants: 4,413
- Total Assets: $183.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 4,413 | $183.8M | $0 | $19.3M |
| 2023 | 4,607 | $157.6M | -$166 | $18.1M |
| 2022 | 3,859 | $118.6M | $204,147 | $15.3M |
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 |
|---|---|---|---|---|
| ASSURANCE DIMENSIONS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASSURANCE DIMENSIONS — 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 | $539,849 | $1,500 | $523,549 | — | — |
| 2023 | $424,940 | $788 | $414,600 | — | — |
| 2022 | $463,977 | — | — | — | — |