Plan Ledger DOL Form 5500 · updated monthly

Arrow Dental, PLLC401(k)

ARROW DENTAL 401(K) RETIREMENT SAVINGS PLAN · LEXINGTON, KY · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

Arrow Dental, PLLC reported $136,113 in plan administrative expenses for 2024: 0.41% of average plan assets, above the peer median. Employer contributions averaged $2,064 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 0.36% to 0.41%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 189th-largest of 871 plans among Kentucky employers on file, and the 2,418th of 11,911 in health care & social assistance. In 2024, employees put in $2.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$35,964,453
Participants with balances479
Active participants402
Employer contributions$829,845
Employee contributions$1,719,602
Employer contribution per active participant$2,064
Average account balance$75,082
Benefits paid to participants$1,440,359
Plan auditUnmodified (clean) audit opinion
AuditorFALKNER, KING & WENZ, PSC
Plan history3
Yearassets · accounts · employer contribution
2024$36.0M · 479 accts · $830K emplr
2023$30.3M · 472 accts · $796K emplr
2022$23.0M · 430 accts · $731K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$127,063
Total administrative$136,113
The Arrow Dental, PLLC 401(k) match · 2024
Employer contribution per active participant$2,064
Median for plans this size$2,416
2024$2,064 per active participant
2023$1,955 per active participant
2022$1,954 per active participant

Arrow Dental, PLLC'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 · 20243
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment managementindirect comp
WILSHIRE ASSOCIATES, INC (USA) · Investment advisory (participants)$6,617

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$136,113 · 0.41%
2023$105,017 · 0.39%
2022$89,144 · 0.36%
Same employer
Similar plansHealth Care & Social Assistance · Kentucky
Family Allergy Mso, LLC KY$37.2M · 0.26%
Methodist Health, Inc. KY$30.0M · 0.25%
Pathways, Inc. KY$28.7M · 0.30%
Harrison Memorial Hospital KY$26.4M · 0.27%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 471562645 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.