Plan Ledger DOL Form 5500 · updated monthly

Dental Care Alliance401(k)

DENTAL CARE ALLIANCE 401K PLAN · SARASOTA, FL · plan year 2024

Reported admin expense ratio · 2024
0.32%

Dental Care Alliance reported $539,849 in plan administrative expenses for 2024: 0.32% of average plan assets, higher than ~75% of peers. 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 0.37% to 0.32%. 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 196th-largest of 3,644 plans among Florida employers on file, and the 678th of 11,911 in health care & social assistance. active participation has grown from 3,859 to 4,413 since 2022.

Plan summary
Net assets, end of year$183,831,530
Participants with balances5,031
Active participants4,413
Employer contributions—
Employee contributions$19,312,172
Employer contribution per active participant—
Average account balance$36,540
Benefits paid to participants$16,855,442
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$183.8M · 5,031 accts
2023$157.6M · 5,241 accts
2022$118.6M · 4,558 accts · $204K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$523,549
Investment management$1,500
Total administrative$539,849
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
WORLD INVESTMENT ADVISORS, LLCindirect comp

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$539,849 · 0.32%
2023$424,940 · 0.31%
2022$463,977 · 0.37%
All plans at this employer2
DENTAL CARE ALLIANCE 401K PLAN401(k)
DENTAL CARE ALLIANCE GROUP 401(K) PLAN401(k)
Same employer
Similar plansHealth Care & Social Assistance · Florida
Uf Health-Central Florida FL$169.3M · 0.22%
Akumin Inc. FL$163.5M · 0.35%
Oneblood, Inc. FL$160.3M · 0.24%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 820580763 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.