Plan Snapshot
- Plan Sponsor: North American Dental Management, LLC
- Sponsor EIN: 274348426
- Sponsor Address: 125 ENTERPRISE DRIVE, PITTSBURGH, PA, 15275
- Plan Type: 401(k)
- Total Participants: 3,076
- Total Assets: $72.5M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,076 | $72.5M | $455,276 | $9.9M |
| 2023 | 3,119 | $61.7M | $524,967 | $9.7M |
| 2022 | 3,147 | $47.3M | $476,633 | $8.8M |
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 |
|---|---|---|---|---|
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — 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 | $203,569 | $68,023 | — | — | — |
| 2023 | $217,228 | $79,455 | $300 | — | — |
| 2022 | $219,755 | — | — | — | — |