Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Atlantic Dental Care
Atlantic Dental Care 401(k)
- Health care and social assistance
- Estero, FL
- EIN 45-5402141
- 1 plan with Schedule H financials
- Plan year 2024
- Atlantic Dental Care, PLC
- SEC registrant Atlantic Dental Care PLC
Administrative expenses excluding investment management, per participant · Atlantic Dental Care 401(k) Profit Sharing Plan · plan year 2024
$3.10
Higher than 2% of the 8,758 plans $50 to 250M that report it.
Source
= $2,470 / 798
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013111438NAL0000524291001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013111438NAL0000524291001, received 2025-10-13
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-13.
Cost and contributions
Administrative expenses per participant
$261.16
Higher than 82% of the 9,042 plans $50 to 250M that report it.
Source
= $208,404 / 798
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013111438NAL0000524291001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013111438NAL0000524291001, received 2025-10-13
Administrative expenses as a share of assets
0.234%
Higher than 77% of the 9,049 plans $50 to 250M that report it.
Source
= $208,404 / $89,231,948
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013111438NAL0000524291001, received 2025-10-13
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013111438NAL0000524291001, received 2025-10-13
Employer contributions per participant
$4,953
Higher than 77% of the 9,105 plans $50 to 250M that report it.
Source
= $3,952,460 / 798
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013111438NAL0000524291001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013111438NAL0000524291001, received 2025-10-13
Employer share of total contributions
50.3%
Higher than 90% of the 9,112 plans $50 to 250M that report it.
Source
= $3,952,460 / $7,861,825
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013111438NAL0000524291001, received 2025-10-13
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013111438NAL0000524291001, received 2025-10-13
Plan terms, as stated in Atlantic Dental Care, PLC's SEC filings
Plan terms are not published in public filings.
Plan features
2A age/service-weighted · 2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2R participant brokerage window · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251013111438NAL0000524291001, received 2025-10-13
Full record, Atlantic Dental Care 401(k) Profit Sharing Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | ATLANTIC DENTAL CARE, PLC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251013111438NAL0000524291001, received 2025-10-13 |
| Plan name | ATLANTIC DENTAL CARE 401(K) PROFIT SHARING PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251013111438NAL0000524291001, received 2025-10-13 |
| Sponsor EIN / plan number | 45-5402141 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251013111438NAL0000524291001, received 2025-10-13 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251013111438NAL0000524291001, received 2025-10-13 |
| Sponsor location | ESTERO, FL | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251013111438NAL0000524291001, received 2025-10-13 |
| Industry (business code) | 621210, Health care and social assistance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251013111438NAL0000524291001, received 2025-10-13 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251013111438NAL0000524291001, received 2025-10-13 |
| Filing received | 2025-10-13 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251013111438NAL0000524291001, received 2025-10-13 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251013111438NAL0000524291001, received 2025-10-13 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251013111438NAL0000524291001, received 2025-10-13 |
| Participants, beginning of year | 1,101 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251013111438NAL0000524291001, received 2025-10-13 |
| Active participants | 833 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251013111438NAL0000524291001, received 2025-10-13 |
| Participants, end of year | 1,066 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251013111438NAL0000524291001, received 2025-10-13 |
| Participants with an account balance | 798 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013111438NAL0000524291001, received 2025-10-13 |
| Total assets, beginning of year | $76,009,114 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251013111438NAL0000524291001, received 2025-10-13 |
| Total assets, end of year | $89,231,948 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013111438NAL0000524291001, received 2025-10-13 |
| Net assets, end of year | $89,222,780 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251013111438NAL0000524291001, received 2025-10-13 |
| Total income | $18,207,393 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251013111438NAL0000524291001, received 2025-10-13 |
| Net income | $13,258,856 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251013111438NAL0000524291001, received 2025-10-13 |
| Employer contributions | $3,952,460 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013111438NAL0000524291001, received 2025-10-13 |
| Participant contributions | $3,396,698 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251013111438NAL0000524291001, received 2025-10-13 |
| Other contributions (incl. rollovers) | $512,667 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251013111438NAL0000524291001, received 2025-10-13 |
| Total contributions | $7,861,825 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013111438NAL0000524291001, received 2025-10-13 |
| Benefit payments | $4,740,133 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251013111438NAL0000524291001, received 2025-10-13 |
| Total expenses (incl. benefit payments) | $4,948,537 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251013111438NAL0000524291001, received 2025-10-13 |
| Total administrative expenses | $208,404 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013111438NAL0000524291001, received 2025-10-13 |
| Contract administrator fees | $2,470 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251013111438NAL0000524291001, received 2025-10-13 |
| Investment advisory and management fees | $205,934 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251013111438NAL0000524291001, received 2025-10-13 |
| Administrative expenses excluding investment management | $2,470 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013111438NAL0000524291001, received 2025-10-13 |
| Held in mutual funds | $81,748,833 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251013111438NAL0000524291001, received 2025-10-13 |
| Independent auditor | ZUKERMAN & ASSOCIATES, LTD | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251013111438NAL0000524291001, received 2025-10-13 |
Position = column in the DOL layout for form year 2024. Filing 20251013111438NAL0000524291001, received 2025-10-13.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| WELLINGTON CONSULTING SERVICE, INC. | INVESTMENT ADVISOR | 26 Investment advisory (participants); 27 Investment advisory (plan); 28 Investment management; 51 Investment management fees paid directly by plan | $192,198 | no |
| STEIGERWALD GORDON & KOCH | INVESTMENT ADVISOR | 26 Investment advisory (participants) | $7,861 | no |
| CHARLES SCHWAB & CO., INC. | CUSTODIAN | 33 Securities brokerage | $4,894 | yes |
| CORIENT PRIVATE WEALTH LLC | INVESTMENT ADVISOR | 26 Investment advisory (participants) | $2,914 | no |
| WELLINGTON RETIREMENT SOLUTIONS,INCrecordkeeper | RECORDKEEPER | 15 Recordkeeping and information management | $2,470 | no |
| CERITY PARTNERS LLC | INVESTMENT ADVISOR | 26 Investment advisory (participants) | $2,406 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251013111438NAL0000524291001, received 2025-10-13.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $76,009,114 | $89,231,948 | 17.4% |
| Participants with a balance | 770 | 798 | 3.6% |
| Administrative expenses | $178,069 | $208,404 | 17.0% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $3,710,177 | $3,952,460 | 6.5% |
Prior filing 20241014115250NAL0014873347001, received 2024-10-14; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: ATLANTIC DENTAL CARE, PLC; SEC registrant: ATLANTIC DENTAL CARE PLC (CIK 1562455, matched by EIN).