Plan Snapshot
- Plan Sponsor: Pediatric Dentistry And Orthodontics Of Chattanooga
- Sponsor EIN: 832956929
- Sponsor Address: 4610 BRAINERD ROAD, SUITE 3, CHATTANOOGA, TN, 37411
- Plan Type: 401(k)
- Total Participants: 132
- Total Assets: $13.4M
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 | 132 | $13.4M | $376,636 | $596,582 |
| 2023 | 135 | $10.9M | $359,855 | $552,300 |
| 2022 | 123 | $8.6M | $312,079 | $487,494 |
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 |
|---|---|---|---|---|
| HM&M GROUP, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HM&M GROUP, LLC — 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 | $1,450 | — | $1,200 | — | — |
| 2023 | $950 | — | $950 | — | — |
| 2022 | $925 | — | $925 | — | — |