Plan Ledger DOL Form 5500 · updated monthly

Atlantic Dental Care, PLC401(k)

ATLANTIC DENTAL CARE 401(K) PROFIT SHARING PLAN · ESTERO, FL · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Atlantic Dental Care, PLC reported $208,404 in plan administrative expenses for 2024: 0.25% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,745 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 0.23% to 0.25%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 353rd-largest of 3,644 plans among Florida employers on file, and the 1,195th of 11,911 in health care & social assistance. In 2024, the employer put in $1.16 for every $1.00 employees contributed themselves; active participation has grown from 552 to 833 since 2022.

Plan summary
Net assets, end of year$89,222,780
Participants with balances798
Active participants833
Employer contributions$3,952,460
Employee contributions$3,396,698
Employer contribution per active participant$4,745
Average account balance$111,808
Benefits paid to participants$4,740,133
Plan auditUnmodified (clean) audit opinion
AuditorZUKERMAN & ASSOCIATES, LTD
Plan history3
Yearassets · accounts · employer contribution
2024$89.2M · 798 accts · $4.0M emplr
2023$76.0M · 770 accts · $3.7M emplr
2022$67.1M · 735 accts · $3.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,470
Investment management$205,934
Total administrative$208,404
The Atlantic Dental Care, PLC 401(k) match · 2024
Employer contribution per active participant$4,745
Median for plans this size$3,635
2024$4,745 per active participant
2023$6,353 per active participant
2022$5,830 per active participant

Atlantic Dental Care, PLC's 2024 employer contribution ran above the $3,635 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
WELLINGTON RETIREMENT SOLUTIONS,INC · Recordkeeping$2,470
WELLINGTON CONSULTING SERVICE, INC. · Investment advisory (participants) · Investment advisory (plan)$192,198
STEIGERWALD GORDON & KOCH · Investment advisory (participants)$7,861
CHARLES SCHWAB & CO., INC. · Securities brokerage$4,894
CORIENT PRIVATE WEALTH LLC · Investment advisory (participants)$2,914
CERITY PARTNERS LLC · Investment advisory (participants)$2,406

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

Recordkeeper by year2
2024WELLINGTON RETIREMENT SOLUTIONS,INC
2023WELLINGTON RETIREMENT SOLUTIONS,INC

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Administrative cost history3
2024$208,404 · 0.25%
2023$178,069 · 0.25%
2022$172,265 · 0.23%
Same employer
Similar plansHealth Care & Social Assistance · Florida
One Call Corporation FL$97.7M · 0.39%
Kidz Medical Services, Inc. FL$90.7M · 0.23%
Bond & Steele Clinic, P.A. FL$89.6M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 455402141 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.