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: 1,191
- Total Assets: $51.0M
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 | 1,191 | $51.0M | $0 | $5.2M |
| 2023 | 1,127 | $41.3M | $11,142 | $5.2M |
| 2022 | 1,192 | $32.2M | $85,966 | $4.5M |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | SERVICE PROVIDER | $143,616 | — | $143,616 |
| WORLD INVESTMENT ADVISORS, LLC | SERVICE PROVIDER | — | $32,967 | $32,967 |
| ASSURANCE DIMENSIONS | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $176,583
- Estimated Expense Ratio: 0.347% 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 | $145,115 | $1,499 | $138,765 | — | — |
| 2023 | $116,719 | $788 | $114,181 | — | — |
| 2022 | $134,683 | — | — | — | — |