Plan Ledger DOL Form 5500 · updated monthly

Dental Assoc. Family and Specialty Care401(k)

DENTAL ASSOCIATES 401(K) PLAN · MILWAUKEE, WI · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Dental Assoc. Family and Specialty Care reported $209,493 in plan administrative expenses for 2024: 0.26% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,296 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 0.30% to 0.26%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 260th-largest of 1,936 plans among Wisconsin employers on file, and the 1,231st of 11,911 in health care & social assistance. In 2024, employees put in $3.84 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$85,609,099
Participants with balances968
Active participants848
Employer contributions$1,099,284
Employee contributions$4,217,137
Employer contribution per active participant$1,296
Average account balance$88,439
Benefits paid to participants$9,484,792
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$85.6M · 968 accts · $1.1M emplr
2023$77.6M · 827 accts · $1.2M emplr
2022$63.5M · 785 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$98,977
Investment management$110,516
Total administrative$209,493
The Dental Assoc. Family and Specialty Care 401(k) match · 2024
Employer contribution per active participant$1,296
Median for plans this size$3,635
2024$1,296 per active participant
2023$1,497 per active participant
2022$1,551 per active participant

Dental Assoc. Family and Specialty Care's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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
FOREST CAPITAL MANAGEMENT LLC · Investment advisory (plan)$110,516
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$98,977

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$209,493 · 0.26%
2023$192,684 · 0.27%
2022$218,958 · 0.30%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Froedtert South, Inc. WI$89.2M · 0.13%
Upland Hills Health, Inc. WI$77.8M · 0.02%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 270339413 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.