Plan Snapshot
- Plan Sponsor: Elmwood Dental Group - Implant And Restoration, P.C.
- Sponsor EIN: 161088504
- Sponsor Address: 1950 CLINTON AVENUE SOUTH, ROCHESTER, NY, 14618
- Plan Type: 401(k)
- Total Participants: 114
- Total Assets: $13.4M
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 | 114 | $13.4M | $504,497 | $578,146 |
| 2023 | 135 | $12.0M | $432,054 | $494,307 |
| 2022 | 98 | $10.2M | $389,769 | $439,637 |
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 |
|---|---|---|---|---|
| WELLS FARGO ADVISORS, LLC | NONE | $27,780 | — | $27,780 |
| BURKE GROUP | NONE | $14,910 | — | $14,910 |
| RDG + PARTNERS CPAS, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RDG + PARTNERS CPAS, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,690
- Estimated Expense Ratio: 0.318% 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 | $42,690 | $27,780 | $14,910 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |