Plan Snapshot
- Plan Sponsor: Premier Care Dental Management, LLC
- Sponsor EIN: 460865358
- Sponsor Address: 3333 NEW HYDE PARK ROAD, SUITE 304, NEW HYDE PARK, NY, 11042
- Plan Type: 401(k)
- Total Participants: 1,863
- Total Assets: $54.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,863 | $54.7M | $3.9M | $9.5M |
| 2023 | 1,462 | $35.0M | $3.1M | $7.5M |
| 2022 | 1,234 | $19.9M | $2.3M | $5.4M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $169,955 | — | $169,955 |
| GLOBAL RETIREMENT PARTNERS LLC | ADVISOR | $53,497 | — | $53,497 |
| DAVIS, WARD & HOCHMAN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- GLOBAL RETIREMENT PARTNERS LLC — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $223,452
- Estimated Expense Ratio: 0.409% 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 | $223,452 | $53,497 | — | — | — |
| 2023 | $165,310 | $58,698 | — | — | — |
| 2022 | $89,217 | — | — | — | — |