Plan Ledger DOL Form 5500 · updated monthly

Delta Dental of Iowa401(k)

DELTA DENTAL OF IOWA 401(K) PLAN · JOHNSTON, IA · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Delta Dental of Iowa reported $47,437 in plan administrative expenses for 2024: 0.14% of average plan assets, below the peer median. Employer contributions averaged $7,692 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 0.15% to 0.14%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 243rd-largest of 878 plans among Iowa employers on file, and the 2,056th of 4,798 in finance & insurance. In 2024, employees put in $1.47 for every $1.00 the employer contributed; active participation has grown from 159 to 178 since 2022.

Plan summary
Net assets, end of year$37,759,924
Participants with balances220
Active participants178
Employer contributions$1,369,264
Employee contributions$2,008,866
Employer contribution per active participant$7,692
Average account balance$171,636
Benefits paid to participants$2,813,738
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$37.8M · 220 accts · $1.4M emplr
2023$32.2M · 207 accts · $1.2M emplr
2022$25.1M · 198 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,809
Investment management$8,628
Total administrative$47,437
The Delta Dental of Iowa 401(k) match · 2024
Employer contribution per active participant$7,692
Median for plans this size$2,416
2024$7,692 per active participant
2023$7,149 per active participant
2022$7,146 per active participant

Delta Dental of Iowa's 2024 employer contribution ran above the $2,416 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$38,809
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$8,628

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$47,437 · 0.14%
2023$44,175 · 0.15%
2022$40,326 · 0.15%
Same employer
Similar plansFinance & Insurance · Iowa
Central Bancshares, Inc. IA$45.1M · 0.22%
Farmers State Bank IA$43.8M · 0.17%
First Citizens Bank Corp. IA$41.8M · 0.13%
Commercial Financial Corp IA$32.8M · 0.24%
Peoples Bank IA$32.3M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 420959302 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.