Plan Snapshot
- Plan Sponsor: South Carolina Dental Association
- Sponsor EIN: 816916597
- Sponsor Address: 120 STONEMARK LANE, COLUMBIA, SC, 29210
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 781
- Total Assets: $169,072
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 781 | $169,072 | $10.8M | $29,431 |
| 2023 | 945 | $136,075 | $11.3M | $58,643 |
| 2022 | 948 | $177,236 | $11.8M | $35,033 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | $16,800 | — | $16,800 |
| FIRST CITIZENS BANK | Other Service Provider | $7,571 | — | $7,571 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,371
- Estimated Expense Ratio: 14.415% 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 | $31,161 | — | — | $16,800 | — |
| 2023 | $36,113 | — | — | $15,225 | — |
| 2022 | $27,413 | — | — | — | $13,440 |