# South Carolina Dental Association Health & Welfare Plan
Source: https://planprovider.pro/companies/south-carolina-dental-association-816916597-501

> South Carolina Dental Association's Health & Welfare plan: 781 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** South Carolina Dental Association

- **Sponsor EIN:** 816916597

- **Sponsor Address:** 120 STONEMARK LANE, COLUMBIA, SC, 29210

- **Plan Type:** Health & Welfare

- **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](https://planprovider.pro/provider/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|

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