Plan Snapshot
- Plan Sponsor: Wilson & Martino Dental, PLLC
- Sponsor EIN: 134242960
- Sponsor Address: 2000 INDUSTRIAL ROAD EAST, BRIDGEPORT, WV, 26330
- Plan Type: 401(k)
- Total Participants: 84
- Total Assets: $11.6M
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 | 84 | $11.6M | $316,692 | $394,598 |
| 2023 | 81 | $10.0M | $304,750 | $374,862 |
| 2022 | 75 | $8.0M | $276,777 | $314,415 |
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 |
|---|---|---|---|---|
| DPB&Z, INC | THIRDPARTY ADMINISTRATOR | — | $5,161 | $5,161 |
| H2R CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- H2R CPA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,161
- Estimated Expense Ratio: 0.045% 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 | $14,899 | — | $14,899 | — | — |
| 2023 | $12,500 | — | $12,500 | — | — |
| 2022 | $9,743 | — | $9,743 | — | — |