Plan Ledger DOL Form 5500 · updated monthly

DDS Lab, LLC401(k)

DDS LAB, LLC 401(K) PROFIT SHARING PLAN · TAMPA, FL · plan year 2024

Reported admin expense ratio · 2024
0.42%

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

DDS Lab, LLC reported $11,167 in plan administrative expenses for 2024: 0.42% of average plan assets, below the peer median. Employer contributions averaged $1,396 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 0.26% to 0.42%. 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 Florida (2,837th of 3,644), and 9,073rd of 11,911 in health care & social assistance. In 2024, employees put in $1.65 for every $1.00 the employer contributed; active participation has grown from 179 to 216 since 2022.

Plan summary
Net assets, end of year$3,251,704
Participants with balances261
Active participants216
Employer contributions$301,573
Employee contributions$496,394
Employer contribution per active participant$1,396
Average account balance$12,459
Benefits paid to participants$88,046
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.3M · 261 accts · $302K emplr
2023$2.1M · 223 accts · $309K emplr
2022$1.4M · 192 accts · $240K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,167
Total administrative$11,167
The DDS Lab, LLC 401(k) match · 2024
Employer contribution per active participant$1,396
Median for plans this size$1,313
2024$1,396 per active participant
2023$1,626 per active participant
2022$1,343 per active participant

DDS Lab, LLC's 2024 employer contribution ran above 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 · 20242
JOHN HANCOCK LIFE INS CO · Recordkeeping$4,235
FLORIDA RETIREMENT CONSULTANTS · Contract administrator$6,932

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$11,167 · 0.42%
2023$5,741 · 0.33%
2022$3,605 · 0.26%
Same employer
Similar plansHealth Care & Social Assistance · Florida
St. Matthew's House, Inc. FL$3.2M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 571220616 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.