Plan Ledger DOL Form 5500 · updated monthly

Ashmore Dental Group Corp401(k)

ASHMORE DENTAL GROUP CORP 401(K) PROFIT SHARING PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
2.27%

Ashmore Dental Group Corp reported $19,268 in plan administrative expenses for 2024: 2.27% of average plan assets, above the peer median. 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 3.13% to 2.27%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (8,837th of 9,483), and 10,915th of 11,911 in health care & social assistance. active participation has shrunk from 98 to 87 since 2022.

Plan summary
Net assets, end of year$992,717
Participants with balances110
Active participants87
Employer contributions—
Employee contributions$277,487
Employer contribution per active participant—
Average account balance$9,025
Benefits paid to participants$81,523
Plan auditUnmodified (clean) audit opinion
AuditorWILSEY MEYER EATMONTATE PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$993K · 110 accts
2023$706K · 103 accts
2022$453K · 150 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,514
Investment management$15,754
Total administrative$19,268
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
ADP, INC. · Loan processing · Recordkeeping$19,267

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

Recordkeeper by year2
2024ADP
2023ADP

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

Administrative cost history3
2024$19,268 · 2.27%
2023$19,216 · 3.32%
2022$13,017 · 3.13%
Similar plansHealth Care & Social Assistance · California
The Teen Project Inc CA$1.0M · 0.50%
MD Tox Laboratory CA$1.0M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 843879742 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.