Plan Ledger DOL Form 5500 · updated monthly

Complete Mobile Dentistry, Inc.401(k)

COMPLETE MOBILE DENTISTRY 401(K) PLAN · WINDSOR, WI · plan year 2024

Reported admin expense ratio · 2024
1.85%

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

Complete Mobile Dentistry, Inc. reported $75,421 in plan administrative expenses for 2024: 1.85% of average plan assets, higher than ~90% of peers. Employer contributions averaged $164,292 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 0.96% to 1.85%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Wisconsin (1,674th of 1,936), and 10,065th of 11,654 in professional & technical services. In 2024, the employer put in $2.51 for every $1.00 employees contributed themselves; active participation has shrunk from 197 to 5 since 2022.

Plan summary
Net assets, end of year$4,300,055
Participants with balances315
Active participants5
Employer contributions$821,462
Employee contributions$326,719
Employer contribution per active participant$164,292
Average account balance$13,651
Benefits paid to participants$1,192,595
Plan auditUnmodified (clean) audit opinion
AuditorMEICHER CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$4.3M · 315 accts · $821K emplr
2023$3.9M · 385 accts · $729K emplr
2022$2.9M · 299 accts · $650K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$66,499
Total administrative$75,421
The Complete Mobile Dentistry, Inc. 401(k) match · 2024
Employer contribution per active participant$164,292
Median for plans this size$1,313
2024$164,292 per active participant
2023$3,487 per active participant
2022$3,297 per active participant

Complete Mobile Dentistry, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20243
PENSION CONSULTANTS CO INC · Other servicesindirect comp
MERIT FINANCIAL GROUP LLCindirect 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$75,421 · 1.85%
2023$41,847 · 1.24%
2022$28,197 · 0.96%
Same employer
Similar plansProfessional & Technical Services · Wisconsin
Rausch Sturm LLP WI$5.9M · 0.12%
Inoc Inc. WI$5.6M · 0.03%
Animart, LLC WI$4.2M · 0.72%
Aia Corporation WI$3.8M · 0.71%
Marcus Investments, LLC WI$3.4M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 113651272 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.