Plan Ledger DOL Form 5500 · updated monthly

C&Tdg Management LLC dba Oak Dental Partners401(k)

C&TDG MANAGEMENT 401(K) PLAN · ALPHARETTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.66%

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

C&Tdg Management LLC dba Oak Dental Partners reported $116,469 in plan administrative expenses for 2024: 0.66% of average plan assets, higher than ~90% of peers. Employer contributions averaged $5 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 fell from 0.94% to 0.66%. 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 858th-largest of 2,160 plans among Georgia employers on file, and the 3,644th of 11,911 in health care & social assistance. In 2024, employees put in $326.86 for every $1.00 the employer contributed; active participation has grown from 715 to 975 since 2022.

Plan summary
Net assets, end of year$20,399,238
Participants with balances573
Active participants975
Employer contributions$4,586
Employee contributions$1,498,991
Employer contribution per active participant$5
Average account balance$35,601
Benefits paid to participants$434,069
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.4M · 573 accts · $5K emplr
2023$14.7M · 438 accts
2022$5.3M · 195 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$116,469
Total administrative$116,469
The C&Tdg Management LLC dba Oak Dental Partners 401(k) match · 2024
Employer contribution per active participant$5
Median for plans this size$2,416

C&Tdg Management LLC dba Oak Dental Partners's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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$106,109
ORENDA RETIREMENT LLC · Contract administrator · Other services$10,360
EDWARD JONES · Investment advisory (plan)indirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)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$116,469 · 0.66%
2023$86,626 · 0.86%
2022$29,050 · 0.94%
Same employer
Similar plansHealth Care & Social Assistance · Georgia
North Atlanta Primary Care GA$22.1M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 474712711 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.