Plan Ledger DOL Form 5500 · updated monthly

California Dental Association401(k)

CALIFORNIA DENTAL ASSOCIATION 401(K) PLAN · SACRAMENTO, CA · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

California Dental Association reported $98,649 in plan administrative expenses for 2024: 0.16% of average plan assets, above the peer median. Employer contributions averaged $7,357 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 0.14% to 0.16%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,364th-largest of 9,483 plans among California employers on file, and the 2,136th of 11,654 in professional & technical services. In 2024, employees put in $1.27 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$67,308,854
Participants with balances395
Active participants253
Employer contributions$1,861,238
Employee contributions$2,364,131
Employer contribution per active participant$7,357
Average account balance$170,402
Benefits paid to participants$2,924,185
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$67.3M · 395 accts · $1.9M emplr
2023$57.1M · 393 accts · $1.7M emplr
2022$47.0M · 405 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$98,649
Total administrative$98,649
The California Dental Association 401(k) match · 2024
Employer contribution per active participant$7,357
Median for plans this size$3,635
2024$7,357 per active participant
2023$6,752 per active participant
2022$5,879 per active participant

California Dental Association's 2024 employer contribution ran above the $3,635 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$99,676
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$98,649 · 0.16%
2023$84,610 · 0.16%
2022$75,414 · 0.14%
Same employer
Similar plansProfessional & Technical Services · California
Tae Technologies, Inc. CA$68.0M · 0.03%
Liebert Cassidy Whitmore CA$68.0M · 0.12%
Bluebeam, Inc. CA$67.1M · 0.05%
Boingo Wireless, Inc. CA$67.1M · 0.07%
Takara Bio, USA, Inc. CA$67.1M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952822367 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.