Plan Ledger DOL Form 5500 · updated monthly

Atlas Dental Group LLC401(k)

ATLAS DENTAL GROUP 401(K) PLAN · OLYMPIA, WA · plan year 2024

Reported admin expense ratio · 2024
0.42%

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

Atlas Dental Group LLC reported $32,766 in plan administrative expenses for 2024: 0.42% of average plan assets, below the peer median. Employer contributions averaged $2,771 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 0.21% to 0.42%. 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 Washington (1,153rd of 1,714), and 6,263rd of 11,911 in health care & social assistance. In 2024, employees put in $1.91 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,450,423
Participants with balances132
Active participants130
Employer contributions$360,277
Employee contributions$689,107
Employer contribution per active participant$2,771
Average account balance$64,018
Benefits paid to participants$889,831
Plan auditUnmodified (clean) audit opinion
AuditorVERITY ACCOUNTANCY PC
Plan history3
Yearassets · accounts · employer contribution
2024$8.5M · 132 accts · $360K emplr
2023$7.2M · 133 accts · $340K emplr
2022$5.4M · 128 accts · $283K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,766
Total administrative$32,766
The Atlas Dental Group LLC 401(k) match · 2024
Employer contribution per active participant$2,771
Median for plans this size$1,313
2024$2,771 per active participant
2023$2,577 per active participant
2022$2,179 per active participant

Atlas Dental Group LLC's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 · 20244
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$30,216
PENSION PLAN SPECIALISTS PC · Contract administrator · Other services$4,211
CAMBRIDGE INVESTMENT RESEARCH ADVIS · Investment advisory (plan)indirect comp
MORNINGSTAR INVESTMENT MANAGEMENT · Investment advisory (participants)indirect comp

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

Administrative cost history3
2024$32,766 · 0.42%
2023$17,645 · 0.28%
2022$12,545 · 0.21%
Similar plansHealth Care & Social Assistance · Washington
Sound Generations WA$9.0M · 0.35%
Ro Health, Inc. WA$7.5M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 475476383 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.