Plan Ledger DOL Form 5500 · updated monthly

Advanced Dental Brands LLC401(k)

ADVANCED DENTAL BRANDS, LLC 401(K) PROFIT SHARING PLAN · CANTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.97%

Advanced Dental Brands LLC reported $38,191 in plan administrative expenses for 2024: 0.97% of average plan assets, higher than ~75% of peers. 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 2 years on file its reported administrative ratio rose from 0.89% to 0.97%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Massachusetts (2,356th of 2,726), and 8,207th of 11,911 in health care & social assistance. active participation has grown from 285 to 328 since 2022.

Plan summary
Net assets, end of year$4,520,434
Participants with balances127
Active participants328
Employer contributions—
Employee contributions$840,311
Employer contribution per active participant—
Average account balance$35,594
Benefits paid to participants$467,019
Plan auditUnmodified (clean) audit opinion
AuditorWS CPAS, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$4.5M · 127 accts
2023$3.4M · 121 accts
2022$2.4M · 103 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,760
Investment management$12,431
Total administrative$38,191
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
JOHN HANCOCK USA · Recordkeeping · Investment management$844
MERRILL LYNCH - FAS · Investment advisory (participants)$6,216
MERRILL LYNCH - EPS · Investment advisory (participants)$6,216

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$38,191 · 0.97%
2023$25,341 · 0.88%
2022$21,440 · 0.89%
Similar plansHealth Care & Social Assistance · Massachusetts
The Essex Group Inc. MA$4.6M · 1.24%
Tribute Home Care, LLC MA$4.5M · 1.10%
Able Home Care, LLC MA$4.3M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 473518084 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.