Plan Snapshot
- Plan Sponsor: Virginia Family Dentistry, P.C.
- Sponsor EIN: 541186353
- Sponsor Address: 1612 HUGUENOT ROAD, MIDLOTHIAN, VA, 23113
- Plan Type: 401(k)
- Total Participants: 353
- Total Assets: $117.1M
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 | 353 | $117.1M | $3.0M | $2.4M |
| 2023 | 360 | $99.5M | $2.8M | $2.3M |
| 2022 | 345 | $84.8M | $2.6M | $2.0M |
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 |
|---|---|---|---|---|
| NFP RETIREMENT, INC. | INVESTMENT ADVISOR | $93,282 | — | $93,282 |
| CAPITAL GRP RETIREMENT PLAN SERVICE | RECORD-KEEPER | $5,327 | — | $5,327 |
| HARRIS, HARDY & JOHNSTONE | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $98,609
- Estimated Expense Ratio: 0.084% 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 | $96,438 | $96,438 | — | — | — |
| 2023 | $96,387 | $96,387 | — | — | — |
| 2022 | $96,326 | $96,326 | — | — | — |