Plan Ledger DOL Form 5500 · updated monthly

Broughton Dunn PLLC401(k)

LIGHT DENTAL STUDIOS 401(K) PLAN · PUYALLUP, WA · plan year 2022

Reported admin expense ratio · 2022
0.72%

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

Broughton Dunn PLLC reported $38,367 in plan administrative expenses for 2022: 0.72% of average plan assets, above the peer median. Employer contributions averaged $2,354 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Washington (1,327th of 1,714), and 7,733rd of 11,911 in health care & social assistance. In 2022, employees put in $2.14 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,322,667
Participants with balances80
Active participants111
Employer contributions$261,336
Employee contributions$559,378
Employer contribution per active participant$2,354
Average account balance$66,533
Benefits paid to participants$174,744
Plan auditUnmodified (clean) audit opinion
AuditorSHANNON & ASSOCIATES, LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$11,854
Investment management$26,513
Total administrative$38,367
The Broughton Dunn PLLC 401(k) match · 2022
Employer contribution per active participant$2,354
Median for plans this size$1,114

Broughton Dunn PLLC's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$38,367 · 0.72%
Same employer
Similar plansHealth Care & Social Assistance · Washington
Excelsior Wellness WA$5.1M · 0.40%
Family Health Centers WA$5.0M · 0.89%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 272183157 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.