# Pediatric Dental And Orthodontic Associates 401(k) Plan
Source: https://planprovider.pro/companies/pediatric-dental-and-orthodontic-associates-401k-plan

> Pediatric Dental And Orthodontic Associates's 401(k) plan: 117 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pediatric Dental And Orthodontic Associates

- **Sponsor EIN:** 861203578

- **Sponsor Address:** 3000 SOUTHLAKE PARK, SUITE 200, BIRMINGHAM, AL, 35244

- **Plan Type:** 401(k)

- **Total Participants:** 117

- **Total Assets:** $4.2M

## 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|117|$4.2M|$88,273|$330,099|

| 2023|129|$3.4M|$85,246|$298,362|

| 2022|107|$2.5M|$75,843|$267,402|

## 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|

| THE HIGHLANDS ACCOUNTING GROUP, INC|Auditor|—|—|$0|

## 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|$33,326|$797|$30,354|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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