Plan Ledger DOL Form 5500 · updated monthly

Affiliated Family Dentist PC401(k)

AFDENT EMPLOYEES PROFIT SHARING 401(K) PLAN · MISHAWAKA, IN · plan year 2024

Reported admin expense ratio · 2024
0.56%

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

Affiliated Family Dentist PC reported $35,759 in plan administrative expenses for 2024: 0.56% of average plan assets, above the peer median. 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 0.56%. 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 Indiana (1,056th of 1,562), and 6,950th of 11,911 in health care & social assistance. active participation has grown from 188 to 218 since 2022.

Plan summary
Net assets, end of year$6,830,802
Participants with balances167
Active participants218
Employer contributions$0
Employee contributions$406,368
Employer contribution per active participant$0
Average account balance$40,903
Benefits paid to participants$229,144
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.8M · 167 accts
2023$5.9M · 152 accts
2022$5.1M · 145 accts · $18K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,862
Investment management$25,037
Trustee / custodial$860
Total administrative$35,759
The Affiliated Family Dentist PC 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Affiliated Family Dentist PC's 2024 employer contribution ran below the $1,313 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 · 20242
PAYCHEX, INC. · Recordkeeping$10,122
LEVELIZED COMPENSATION ADVISOR · Investment advisory (plan)$19,584

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

Recordkeeper by year2
2024Paychex
2023LEVELIZED COMPENSATION ADVISOR, Paychex

This plan has changed recordkeepers within these filings. If you left Affiliated Family Dentist PC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$35,759 · 0.56%
2023$21,875 · 0.40%
2022$30,006 · 0.55%
Similar plansHealth Care & Social Assistance · Indiana
Prokids, Inc. IN$7.0M · 0.03%
Rbr Alliance, Inc. IN$6.6M · 0.88%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351637448 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.