Plan Ledger DOL Form 5500 · updated monthly

American Dental Education Association403(b)

AMERICAN DENTAL EDUCATION ASSOCIATION 403(B) RETIREMENT SAVINGS PLAN · WASHINGTON, DC · plan year 2025

Reported admin expense ratio · 2025
0.31%

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

American Dental Education Association reported $104,948 in plan administrative expenses for 2025: 0.31% of average plan assets, above the peer median. Employer contributions averaged $11,885 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 rose from 0.20% to 0.31%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other educational services employers. By assets it is the 224th-largest of 618 plans among District of Columbia employers on file, and the 1,155th of 3,091 in educational services. In 2025, the employer put in $1.11 for every $1.00 employees contributed themselves; active participation has grown from 73 to 91 since 2022.

Plan summary
Net assets, end of year$35,806,938
Participants with balances190
Active participants91
Employer contributions$1,081,545
Employee contributions$970,695
Employer contribution per active participant$11,885
Average account balance$188,458
Benefits paid to participants$1,694,572
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$35.8M · 190 accts · $1.1M emplr
2024$31.4M · 181 accts · $994K emplr
2023$26.5M · 180 accts · $917K emplr
2022$22.6M · 187 accts · $778K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$104,948
Total administrative$104,948
Employer contributions to the American Dental Education Association plan · 2025
Employer contribution per active participant$11,885
Median for plans this size$2,666
2025$11,885 per active participant
2024$12,268 per active participant
2023$11,760 per active participant
2022$10,654 per active participant

American Dental Education Association's 2025 employer contribution ran above the $2,666 median for plans its size, placing it in the top 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
MV CAPITAL MANAGEMENT · Investment advisory (plan)$71,023
TIAA$34,976

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

Administrative cost history4
2025$104,948 · 0.31%
2024$91,921 · 0.32%
2023$64,433 · 0.26%
2022$47,275 · 0.20%
Similar plansEducational Services · District of Columbia
Society for Neuroscience DC$26.3M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911993281 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.