Plan Ledger DOL Form 5500 · updated monthly

American Dental Management PC401(k)

AMERICAN DENTAL MANAGEMENT PC 401(K) PROFIT SHARING PLAN & TRUST · FORT WASHINGTON, PA · plan year 2022

Reported admin expense ratio · 2022
3.01%

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

American Dental Management PC reported $2,001 in plan administrative expenses for 2022: 3.01% of average plan assets, higher than ~90% 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Pennsylvania (3,634th of 3,651), and 11,814th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$72,269
Participants with balances20
Active participants163
Employer contributions$0
Employee contributions$63,681
Employer contribution per active participant$0
Average account balance$3,613
Benefits paid to participants$38,056
Plan auditDisclaimer of opinion
AuditorANOTHONY M PONTARELLI CPA LLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,963
Investment management$38
Total administrative$2,001
The American Dental Management PC 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$331

American Dental Management PC's 2022 employer contribution ran below the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$2,001 · 3.01%
Similar plansHealth Care & Social Assistance · Pennsylvania
Dlem Services, LLC PA$76K · 2.52%
Aging With Comfort Inc PA$27K · 0.41%
Rhw Com PA$3K · 1.13%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 474242757 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.