Plan Ledger DOL Form 5500 · updated monthly

Apex Dental Partners401(k)

APEX DENTAL PARTNERS 401(K) PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.38%

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

Apex Dental Partners reported $55,793 in plan administrative expenses for 2024: 0.38% of average plan assets, above the peer median. Employer contributions averaged $1,532 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 1.01% to 0.38%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 2,316th-largest of 5,688 plans among Texas employers on file, and 6,299th of 11,654 in professional & technical services. In 2024, employees put in $2.22 for every $1.00 the employer contributed; active participation has grown from 581 to 642 since 2022.

Plan summary
Net assets, end of year$16,223,677
Participants with balances321
Active participants642
Employer contributions$983,789
Employee contributions$2,188,467
Employer contribution per active participant$1,532
Average account balance$50,541
Benefits paid to participants$2,157,241
Plan auditUnmodified (clean) audit opinion
AuditorSEIDEL SCHROEDER
Plan history3
Yearassets · accounts · employer contribution
2024$16.2M · 321 accts · $984K emplr
2023$12.9M · 288 accts · $887K emplr
2022$9.3M · 312 accts · $747K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$55,793
Total administrative$55,793
The Apex Dental Partners 401(k) match · 2024
Employer contribution per active participant$1,532
Median for plans this size$2,416
2024$1,532 per active participant
2023$1,540 per active participant
2022$1,285 per active participant

Apex Dental Partners's 2024 employer contribution ran below the $2,416 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
JOHN HANCOCK LIFE INSURANCE · Investment advisory (participants) · Investment management$28,282
UBS FINANCIAL SERVICES INC · Investment advisory (participants)$24,426

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$55,793 · 0.38%
2023$62,366 · 0.56%
2022$81,956 · 1.01%
Similar plansProfessional & Technical Services · Texas
Critical Start, Inc. TX$16.3M · 0.15%
Decision Analyst, Inc. TX$16.3M · 0.04%
O'Connell Robertson, Inc. TX$16.2M · 0.00%
Mantis Innovation, LLC TX$16.2M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 471208403 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.