Plan Ledger DOL Form 5500 · updated monthly

Beacon Oral Specialists Management LLCStock bonus plan

BEACON ORAL SPECIALISTS 401(K) PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.68%

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

Beacon Oral Specialists Management LLC reported $323,526 in plan administrative expenses for 2024: 0.68% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,107 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 0.51% to 0.68%. 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 1,001st-largest of 5,688 plans among Texas employers on file, and the 1,752nd of 11,911 in health care & social assistance. In 2024, employees put in $1.95 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$53,970,415
Participants with balances756
Active participants1,053
Employer contributions$2,218,840
Employee contributions$4,324,032
Employer contribution per active participant$2,107
Average account balance$71,389
Benefits paid to participants$4,602,119
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$54.0M · 756 accts · $2.2M emplr
2023$41.7M · 689 accts · $1.6M emplr
2022$32.7M · 600 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$323,526
Total administrative$323,526
Employer contributions to the Beacon Oral Specialists Management LLC plan · 2024
Employer contribution per active participant$2,107
Median for plans this size$2,416
2024$2,107 per active participant
2023$1,725 per active participant
2022$1,542 per active participant

Beacon Oral Specialists Management LLC'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 · 20244
LINCOLN NATIONAL CORPORATION · Accounting / audit · Recordkeeping$195,219
COMMONWEALTH FINANCIAL NETWORK · Investment advisory (plan)$92,589
CARON & BLETZER, PLLC · Accounting / audit$35,250
RETIREMENT PLAN ADMINISTRATORS, LLC · Plan administrator$150

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

Recordkeeper by year2
2024Lincoln Financial
2023John Hancock, Lincoln Financial

This plan has changed recordkeepers within these filings. If you left Beacon Oral Specialists Management LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$323,526 · 0.68%
2023$372,030 · 1.00%
2022$160,826 · 0.51%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 851997699 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.