Plan Snapshot
- Plan Sponsor: Hamilton Dental Associates, P.A.
- Sponsor EIN: 221896752
- Sponsor Address: 2929 KLOCKNER ROAD, HAMILTON SQUARE, NJ, 08690
- Plan Type: 401(k)
- Total Participants: 94
- Total Assets: $15.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 94 | $15.0M | $26,120 | $392,993 |
| 2023 | 91 | $13.2M | $30,554 | $380,033 |
| 2022 | 86 | $11.3M | $14,583 | $365,095 |
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 |
|---|---|---|---|---|
| WILKIN & GUTTENPLAN P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILKIN & GUTTENPLAN P.C. — Auditor
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 | $412,232 | — | $51,715 | — | — |
| 2023 | $296,768 | — | $42,794 | — | — |
| 2022 | $38,102 | — | — | — | $1,823 |