Plan Ledger DOL Form 5500 · updated monthly

American Dental Association401(k)

AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

American Dental Association reported $105,429 in plan administrative expenses for 2024: 0.08% of average plan assets, below the peer median. Employer contributions averaged $4,495 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 2 years on file its reported administrative ratio fell from 0.12% to 0.08%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 471st-largest of 3,702 plans among Illinois employers on file, and the 147th of 3,341 in other services. In 2024, employees put in $2.65 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$126,964,472
Participants with balances649
Active participants437
Employer contributions$1,964,319
Employee contributions$5,209,422
Employer contribution per active participant$4,495
Average account balance$195,631
Benefits paid to participants$17,272,091
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$127.0M · 649 accts · $2.0M emplr
2023$122.2M · 676 accts · $1.9M emplr
2022$105.0M · 633 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$87,332
Investment management$18,097
Total administrative$105,429
The American Dental Association 401(k) match · 2024
Employer contribution per active participant$4,495
Median for plans this size$3,635
2024$4,495 per active participant
2023$4,307 per active participant
2022$4,125 per active participant

American Dental Association's 2024 employer contribution ran above the $3,635 median for plans its size. 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
CAPFINANCIAL PARTNERS LLC DBA CAPTR · Investment advisory (plan)$24,797

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$105,429 · 0.08%
2023$157,947 · 0.14%
2022$132,718 · 0.12%
Same employer
Similar plansOther Services · Illinois

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Source: U.S. Department of Labor, Form 5500 series, EIN 360724690 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.