# The Georgia Dental Association 401(k) Plan
Source: https://planprovider.pro/companies/the-georgia-dental-association-580626520-501

> The Georgia Dental Association's 401(k) plan: 520 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** The Georgia Dental Association

- **Sponsor EIN:** 580626520

- **Sponsor Address:** 1850 PARKWAY PLACE, MARIETTA, GA, 30067

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

- **Plan Number:** 501

- **Total Participants:** 520

- **Total Assets:** $538,105

## 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.|

| 2025|520|$538,105|$0|$0|

| 2024|618|$371,255|$11.3M|$1.6M|

| 2023|737|$506,541|$12.7M|$1.8M|

| 2022|892|$728,528|$13.7M|$1.9M|

## 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|

| GEORGIA DENTAL INSURANCE SERVICES|Other Service Provider|$439,367|—|$439,367|

| LOCKTON INSURANCE|Other Service Provider|$150,000|—|$150,000|

| EBIX|Other Service Provider|$98,160|—|$98,160|

| SCHULTHEIS & PANETTIERI, LLP|Other Service Provider|$27,500|—|$27,500|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $715,027

- **Estimated Expense Ratio:** 132.879% 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|

| 2025|$11,270,753|—|$439,367|$27,500|—|

| 2024|$589,065|—|$411,457|$27,500|—|

| 2023|$828,330|—|$650,631|—|—|

| 2022|$780,748|—|$603,519|—|$177,000|

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