Plan Ledger DOL Form 5500 · updated monthly

Carequest Institute for Oral Health, Inc.401(k)

THE CAREQUEST 401(K) RETIREMENT PLAN · BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Carequest Institute for Oral Health, Inc. reported $26,310 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,652 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 $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 936th-largest of 2,726 plans among Massachusetts employers on file, and the 2,558th of 11,911 in health care & social assistance. In 2024, employees put in $2.09 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$33,396,210
Participants with balances203
Active participants175
Employer contributions$989,032
Employee contributions$2,065,509
Employer contribution per active participant$5,652
Average account balance$164,513
Benefits paid to participants$1,365,029
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,310
Total administrative$26,310
The Carequest Institute for Oral Health, Inc. 401(k) match · 2024
Employer contribution per active participant$5,652
Median for plans this size$2,416

Carequest Institute for Oral Health, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20241
ADP, INC · Loan processing · Recordkeeping$26,310

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

Administrative cost history1
2024$26,310 · 0.09%
Same employer
Similar plansHealth Care & Social Assistance · Massachusetts
Austen Riggs Center, Inc. MA$33.9M · 0.02%
Agespan, Inc. MA$33.5M · 0.03%
Woburn Pediatric Associates MA$33.4M · 0.00%
Franciscan Children's MA$32.6M · 0.02%
Editas Medicine, Inc. MA$32.2M · 0.04%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 384016550 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.