Plan Ledger DOL Form 5500 · updated monthly

Cpf Dental LLC dba Marquee Dental Partners401(k)

MARQUEE DENTAL PARTNERS RETIREMENT SAVINGS PLAN · BRENTWOOD, TN · plan year 2024

Reported admin expense ratio · 2024
0.58%

Cpf Dental LLC dba Marquee Dental Partners reported $30,774 in plan administrative expenses for 2024: 0.58% of average plan assets, above the peer median. 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 1 year on file its reported administrative ratio rose from 0.01% to 0.58%. 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 Tennessee (985th of 1,496), and 7,096th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$6,504,174
Participants with balances621
Active participants805
Employer contributions—
Employee contributions$1,699,883
Employer contribution per active participant—
Average account balance$10,474
Benefits paid to participants$705,872
Plan auditUnmodified (clean) audit opinion
AuditorBLANKENSHIP CPA GROUP, PLLC
Plan history2
Yearassets · accounts · employer contribution
2024$6.5M · 621 accts
2023$4.1M · 426 accts · $18K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,743
Investment management$7,031
Total administrative$30,774
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
ADP, INC. · Recordkeeping$4,942
ADP BROKER-DEALER · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP
2023John Hancock

This plan has changed recordkeepers within these filings. If you left Cpf Dental LLC dba Marquee Dental Partners before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$30,774 · 0.58%
2023$568 · 0.01%
Same employer
Similar plansHealth Care & Social Assistance · Tennessee
Hutsonwood, Inc. TN$7.0M · 0.16%
Savida Management, Inc. TN$6.2M · 0.43%
Porter-Leath TN$6.1M · 1.05%
Tgs Holdings, LLC TN$5.9M · 0.80%

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Source: U.S. Department of Labor, Form 5500 series, EIN 472956320 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.