Plan Ledger DOL Form 5500 · updated monthly

Atlanta Dental Supply Company401(k)

ATLANTA DENTAL SUPPLY COMPANY EMPLOYEES RETIREMENT PLAN AND TRUST · DULUTH, GA · plan year 2024

Reported admin expense ratio · 2024
0.53%

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

Atlanta Dental Supply Company reported $93,261 in plan administrative expenses for 2024: 0.53% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,514 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 0.42% to 0.53%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 912th-largest of 2,160 plans among Georgia employers on file, and the 2,023rd of 4,246 in wholesale trade. In 2024, employees put in $3.31 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,520,046
Participants with balances146
Active participants185
Employer contributions$280,177
Employee contributions$928,576
Employer contribution per active participant$1,514
Average account balance$126,850
Benefits paid to participants$1,026,820
Plan auditUnmodified (clean) audit opinion
AuditorCARR, RIGGS & INGRAM
Plan history3
Yearassets · accounts · employer contribution
2024$18.5M · 146 accts · $280K emplr
2023$16.7M · 159 accts · $280K emplr
2022$14.3M · 157 accts · $271K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$93,261
Total administrative$93,261
The Atlanta Dental Supply Company 401(k) match · 2024
Employer contribution per active participant$1,514
Median for plans this size$2,416
2024$1,514 per active participant
2023$1,475 per active participant
2022$1,402 per active participant

Atlanta Dental Supply Company'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 · 20246
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$37,505
FUTUREPLAN BY ASCENSUS · Recordkeeping · Loan processing$5,188
INTERNATIONAL ASSETS ADVISORY, LLC · Investment advisory (plan)$30,761
LEAFHOUSE FINANCIAL ADVISORS, LLC · Investment advisory (plan)$19,913
CHARLES SCHWAB & CO., INC. · Securities brokerage$2

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

Recordkeeper by year2
2024Ascensus, Transamerica
2023Ascensus, Transamerica

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

Administrative cost history3
2024$93,261 · 0.53%
2023$81,999 · 0.53%
2022$65,976 · 0.42%
Same employer
Similar plansWholesale Trade · Georgia
Ace Industries, Inc. GA$19.9M · 0.63%
Harbin Lumber Co., Inc. GA$19.5M · 0.36%
Gran Quartz, LP GA$19.4M · 0.41%
Hall Boys, Inc. GA$17.3M · 0.07%
Interra International, LLC GA$17.3M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581402148 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.