# Dental Management Strategies, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/dental-management-strategies-llc-510562439-501

> Dental Management Strategies, LLC's Health & Welfare plan: 57 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Dental Management Strategies, LLC

- **Sponsor EIN:** 510562439

- **Sponsor Address:** 1415 FOULK ROAD, WILMINGTON, DE, 19803

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 57

- **Total Assets:** $450,565

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|57|$450,565|$0|$0|

| 2024|52|$176,333|$676,543|$351,066|

| 2023|57|$101,755|$633,477|$450,017|

| 2022|58|$76,374|$597,564|$403,756|

## 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|

| THE BENECON GROUP, LLC|Investment Advisor|$70,167|—|$70,167|

| PATRIOT (THE SAFEGARD GROUP, INC.)|Investment Advisor|$59,855|—|$59,855|

| HIGHMARK OF DELAWARE|Other Service Provider|$45,902|—|$45,902|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $175,924

- **Estimated Expense Ratio:** 39.045% 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|

| 2025|$992,766|—|—|—|—|

| 2024|$944,807|—|—|—|—|

| 2023|$1,038,975|—|—|—|—|

| 2022|$1,170,645|—|—|—|—|

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