Plan Ledger DOL Form 5500 · updated monthly

Catalyst Dental LLC401(k)

CATALYST DENTAL 401(K) PLAN · EDMOND, OK · plan year 2024

Reported admin expense ratio · 2024
1.57%

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

Catalyst Dental LLC reported $23,441 in plan administrative expenses for 2024: 1.57% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,167 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 0.01% to 1.57%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Oklahoma (640th of 724), and 10,080th of 11,911 in health care & social assistance. In 2024, employees put in $2.02 for every $1.00 the employer contributed; active participation has grown from 210 to 241 since 2022.

Plan summary
Net assets, end of year$1,967,572
Participants with balances259
Active participants241
Employer contributions$281,191
Employee contributions$569,330
Employer contribution per active participant$1,167
Average account balance$7,597
Benefits paid to participants$70,463
Plan auditUnmodified (clean) audit opinion
AuditorROSE ROCK CPAS, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$2.0M · 259 accts · $281K emplr
2023$1.0M · 201 accts · $225K emplr
2022$223K · 152 accts · $44K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,761
Investment management$8,680
Total administrative$23,441
The Catalyst Dental LLC 401(k) match · 2024
Employer contribution per active participant$1,167
Median for plans this size$1,313
2024$1,167 per active participant
2023$1,017 per active participant
2022$208 per active participant

Catalyst Dental LLC's 2024 employer contribution ran below the $1,313 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 · 20241
JOHN HANCOCK USA · Recordkeeping · Investment management$1,266

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$23,441 · 1.57%
2023$12,000 · 1.93%
2022$13 · 0.01%
Same employer
Similar plansHealth Care & Social Assistance · Oklahoma
Diakonos Group, LLC OK$1.8M · 0.81%

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Source: U.S. Department of Labor, Form 5500 series, EIN 832027611 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.