Plan Ledger DOL Form 5500 · updated monthly

Central Virginia Dental Care, PLC401(k)

CVDC 401(K) PLAN · COLONIAL HEIGHTS, VA · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Central Virginia Dental Care, PLC reported $226,055 in plan administrative expenses for 2024: 0.25% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,899 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 0.27% to 0.25%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 293rd-largest of 2,266 plans among Virginia employers on file, and the 1,123rd of 11,911 in health care & social assistance. In 2024, the employer put in $1.17 for every $1.00 employees contributed themselves; active participation has grown from 486 to 726 since 2022.

Plan summary
Net assets, end of year$97,309,009
Participants with balances758
Active participants726
Employer contributions$3,556,394
Employee contributions$3,047,477
Employer contribution per active participant$4,899
Average account balance$128,376
Benefits paid to participants$6,378,927
Plan auditUnmodified (clean) audit opinion
AuditorZUKERMAN & ASSOCIATES, LTD.
Plan history3
Yearassets · accounts · employer contribution
2024$97.3M · 758 accts · $3.6M emplr
2023$86.1M · 736 accts · $3.7M emplr
2022$75.3M · 745 accts · $3.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,333
Investment management$224,722
Total administrative$226,055
The Central Virginia Dental Care, PLC 401(k) match · 2024
Employer contribution per active participant$4,899
Median for plans this size$3,635
2024$4,899 per active participant
2023$7,455 per active participant
2022$7,430 per active participant

Central Virginia Dental Care, PLC's 2024 employer contribution ran above the $3,635 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 · 20244
WELLINGTON RETIREMENT SOLUTIONS,INC · Recordkeeping$1,333
WELLINGTON CONSULTING SERVICES, INC · Investment advisory (participants) · Investment advisory (plan)$210,462
SIGNATURE INVESTMENT ADVISORS · Investment advisory (participants) · Investment advisory (plan)$14,260
CHARLES SCHWAB & CO., INC. · Securities brokerage$4,690

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

Recordkeeper by year2
2024WELLINGTON RETIREMENT SOLUTIONS,INC
2023WELLINGTON RETIREMENT SOLUTIONS,INC

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

Administrative cost history3
2024$226,055 · 0.25%
2023$205,146 · 0.25%
2022$219,758 · 0.27%
Same employer
Similar plansHealth Care & Social Assistance · Virginia
Acuity International, LLC VA$108.8M · 0.25%
Lifenet Health VA$105.2M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 813793901 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.