# Dentistry Vcu DC Plan
Source: https://planprovider.pro/companies/dentistry-vcu-plan-001

> Dentistry Vcu&#39;s DC plan: 186 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Dentistry Vcu

- **Sponsor EIN:** 541590300

- **Sponsor Address:** 521 NORTH 11ST STREET, RICHMOND, VA, 23298

- **Plan Type:** DC

- **Total Participants:** 186

- **Total Assets:** $14.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|186|$14.8M|$584,720|$813,348|

| 2023|180|$12.5M|$713,324|$515,089|

| 2022|187|$10.2M|$694,728|$512,563|

## 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|

| SIMA RETIREMENT SOLUTIONS, LLC|ADVISOR|$46,605|—|$46,605|

| NEWPORT GROUP, INC.|RECORDKEEPER|$6,518|—|$6,518|

| NEWPORT TRUST COMPANY|TRUSTEE|$5,326|—|$5,326|

| MEADOWS URQUHART ACREE & COOK, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MEADOWS URQUHART ACREE & COOK, LLP](https://planprovider.pro/provider/meadows-urquhart-acree-and-cook-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $58,449

- **Estimated Expense Ratio:** 0.396% 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|$58,449|$46,605|$120|—|—|

| 2023|$56,134|$39,983|$4,399|—|—|

| 2022|$58,994|$47,408|$6,888|—|$4,698|

## Similar Plans

- [Virginia Family Dentistry, P.C.](https://planprovider.pro/companies/virginia-family-dentistry-p-c-plan-005) — 353 participants

- [Central Virginia Dental Care, PLC](https://planprovider.pro/companies/central-virginia-dental-care-plc-401k-plan) — 726 participants

- [Light Wave Dental Management, LLC](https://planprovider.pro/companies/light-wave-dental-management-llc-401k-plan) — 1,736 participants

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