Plan Ledger DOL Form 5500 · updated monthly

Dean Vistnes MD Inc401(k)

DEAN VISTNES MD INC 401K PLAN · PALO ALTO, CA · plan year 2023

Reported admin expense ratio · 2023
0.03%

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

Dean Vistnes MD Inc reported $3,472 in plan administrative expenses for 2023: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,644 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 1 year on file its reported administrative ratio rose from 0.026% to 0.031%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other retail trade employers. By assets it is the 4,584th-largest of 9,483 plans among California employers on file, and the 2,026th of 5,215 in retail trade. In 2023, employees put in $1.95 for every $1.00 the employer contributed; active participation has grown from 245 to 311 since 2022.

Plan summary
Net assets, end of year$13,928,002
Participants with balances289
Active participants311
Employer contributions$1,133,404
Employee contributions$2,206,784
Employer contribution per active participant$3,644
Average account balance$48,194
Benefits paid to participants$333,696
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $891K emplr
2023$13.9M · 289 accts · $1.1M emplr
2022$8.5M · 206 accts · $806K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$3,300
Trustee / custodial$172
Total administrative$3,472
The Dean Vistnes MD Inc 401(k) match · 2023
Employer contribution per active participant$3,644
Median for plans this size$2,440
2023$3,644 per active participant
2022$3,290 per active participant

Dean Vistnes MD Inc's 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024Not separately reported
2023$3,472 · 0.03%
2022$2,113 · 0.03%
Same employer
Similar plansRetail Trade · California
Bird Rides, Inc. CA$14.2M · 0.09%
Toyota of Santa Maria CA$14.1M · 0.62%
Zaheri Group CA$13.9M · 0.72%
Santa Margarita Ford CA$13.3M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 460518500 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.