# Wilson &amp; Martino Dental, PLLC 401(k) Plan
Source: https://planprovider.pro/companies/wilson-martino-dental-pllc-401k-plan

> Wilson &amp; Martino Dental, PLLC&#39;s 401(k) plan: 84 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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