Plan Ledger DOL Form 5500 · updated monthly

Adg, LLC401(k)

GREAT EXPRESSIONS DENTAL CENTERS EMPLOYEE RETIREMENT PLAN · SOUTHFIELD, MI · plan year 2024

Reported admin expense ratio · 2024
0.33%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Adg, LLC reported $300,753 in plan administrative expenses for 2024: 0.33% of average plan assets, higher than ~75% of peers. Employer contributions averaged $0 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.33%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 299th-largest of 2,619 plans among Michigan employers on file, and the 1,112th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$98,443,440
Participants with balances3,088
Active participants2,512
Employer contributions$0
Employee contributions$10,760,115
Employer contribution per active participant$0
Average account balance$31,879
Benefits paid to participants$12,618,041
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$98.4M · 3,088 accts
2023$86.6M · 3,147 accts
2022$72.5M · 3,093 accts · $7K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$252,319
Investment management$48,434
Total administrative$300,753
The Adg, LLC 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$3,635

Adg, LLC's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$252,318
MMA SECURITIES LLC · Investment advisory (plan)$29,737
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$18,697

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$300,753 · 0.33%
2023$260,255 · 0.33%
2022$249,562 · 0.32%
Same employer
Similar plansHealth Care & Social Assistance · Michigan
Memorial Healthcare MI$115.1M · 0.00%
University Pediatricians MI$112.8M · 0.17%
University Physician Group MI$102.3M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 382837676 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.