Plan Ledger DOL Form 5500 · updated monthly

American Dental Partners, Inc.401(k)

AMERICAN DENTAL PARTNERS, INC. SAVINGS AND RETIREMENT PLAN · EFFINGHAM, IL · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

American Dental Partners, Inc. reported $73,890 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $1,561 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 rose from 0.08% to 0.13%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other administrative & support services employers. By assets it is the 804th-largest of 3,702 plans among Illinois employers on file, and the 268th of 2,534 in administrative & support services. In 2024, employees put in $2.90 for every $1.00 the employer contributed; active participation has shrunk from 687 to 565 since 2022.

Plan summary
Net assets, end of year$59,458,160
Participants with balances896
Active participants565
Employer contributions$882,070
Employee contributions$2,555,415
Employer contribution per active participant$1,561
Average account balance$66,360
Benefits paid to participants$5,070,041
Plan auditUnmodified (clean) audit opinion
AuditorMARTIN HOOD
Plan history3
Yearassets · accounts · employer contribution
2024$59.5M · 896 accts · $882K emplr
2023$53.6M · 854 accts · $924K emplr
2022$45.7M · 878 accts · $629K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$641
Investment management$52,249
Audit (IQPA)$21,000
Total administrative$73,890
The American Dental Partners, Inc. 401(k) match · 2024
Employer contribution per active participant$1,561
Median for plans this size$3,635
2024$1,561 per active participant
2023$1,784 per active participant
2022$915 per active participant

American Dental Partners, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20244
FIDUCIENT ADVISORS LLC · Investment advisory (plan)$40,000
MH CPA LLC · Accounting / audit$21,000
EMPOWER ADVISORY GROUP, LLC · Investment management$12,249

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$73,890 · 0.13%
2023$64,835 · 0.13%
2022$140,030 · 0.08%
Same employer
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Mariani Enterprises LLC IL$71.1M · 0.31%
Afni, Inc. IL$64.0M · 0.13%
Entact, LLC IL$52.9M · 0.29%
Medhq, LLC IL$45.4M · 0.87%
Set Environmental, Inc. IL$44.0M · 0.46%
Thoma Bravo, L.P. IL$40.7M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043297858 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.