# Elmwood Dental Group - Implant And Restoration, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/elmwood-dental-group-implant-and-restoration-p-c-401k-plan

> Elmwood Dental Group - Implant And Restoration, P.C.'s 401(k) plan: 114 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|—|—|

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