Plan Snapshot
- Plan Sponsor: Dental Health Associates Of Madison, Ltd.
- Sponsor EIN: 391190243
- Sponsor Address: 2971 CHAPEL VALLEY ROAD, FITCHBURG, WI, 53711
- Plan Type: 401(k)
- Total Participants: 284
- Total Assets: $67.4M
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 | 284 | $67.4M | $1.7M | $1.9M |
| 2023 | 261 | $62.4M | $1.6M | $1.8M |
| 2022 | 271 | $59.6M | $1.4M | $1.7M |
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 |
|---|---|---|---|---|
| SVA CERTIFIED PUBLIC ACCOUNTANTS | Auditor | — | — | $0 |
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 | $6,512 | $6,512 | — | — | — |
| 2023 | $102,826 | $26,167 | — | $13,551 | — |
| 2022 | $108,433 | $28,240 | $70,848 | — | $9,345 |