Plan Ledger DOL Form 5500 · updated monthly

Apollonia Management Group, LLC401(k)

MINT DENTISTRY 401(K) PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
1.47%

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

Apollonia Management Group, LLC reported $89,539 in plan administrative expenses for 2024: 1.47% of average plan assets, higher than ~90% of peers. Employer contributions averaged $34 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 2.09% to 1.47%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (3,618th of 5,688), and 6,885th of 11,911 in health care & social assistance. In 2024, employees put in $69.02 for every $1.00 the employer contributed; active participation has grown from 498 to 684 since 2022.

Plan summary
Net assets, end of year$6,973,004
Participants with balances605
Active participants684
Employer contributions$23,257
Employee contributions$1,605,304
Employer contribution per active participant$34
Average account balance$11,526
Benefits paid to participants$730,167
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.0M · 605 accts · $23K emplr
2023$5.2M · 781 accts
2022$3.7M · 657 accts · $2 emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$89,539
Total administrative$89,539
The Apollonia Management Group, LLC 401(k) match · 2024
Employer contribution per active participant$34
Median for plans this size$1,313
2024$34 per active participant
2022$0 per active participant

Apollonia Management Group, LLC's 2024 employer contribution ran below the $1,313 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 · 20241
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$89,539

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$89,539 · 1.47%
2023$55,848 · 1.25%
2022$74,829 · 2.09%
Same employer
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Deca Dental Holdings, LLC TX$7.1M · 2.05%
Aliviane, Inc TX$7.0M · 0.03%
Oci Holdings, LLC TX$6.7M · 0.99%
Guidehealth LLC TX$6.7M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 464190859 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.