Plan Ledger DOL Form 5500 · updated monthly

Dental Depot Dso, LLC401(k)

DENTAL DEPOT 401(K) PLAN · OKLAHOMA CITY, OK · plan year 2024

Reported admin expense ratio · 2024
1.08%

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

Dental Depot Dso, LLC reported $98,204 in plan administrative expenses for 2024: 1.08% of average plan assets, higher than ~75% of peers. Employer contributions averaged $0 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 0.92% to 1.08%. 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 Oklahoma (383rd of 724), and the 5,522nd of 11,911 in health care & social assistance. active participation has grown from 690 to 821 since 2022.

Plan summary
Net assets, end of year$10,642,699
Participants with balances889
Active participants821
Employer contributions$0
Employee contributions$1,858,162
Employer contribution per active participant$0
Average account balance$11,972
Benefits paid to participants$1,025,483
Plan auditUnmodified (clean) audit opinion
AuditorHOGANTAYLOR
Plan history3
Yearassets · accounts · employer contribution
2024$10.6M · 889 accts
2023$7.5M · 1,145 accts
2022$5.6M · 801 accts · $1K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$65,140
Investment management$30,015
Total administrative$98,204
The Dental Depot Dso, LLC 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Dental Depot Dso, LLC's 2024 employer contribution ran below the $1,313 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 · 20244
STEPHENS GROUP ASSET MANAGEMENT LLC · Investment advisory (plan)$29,268
LEAFHOUSE FINANCIAL ADVISORS, LLC$1,794
EMPOWER ADVISORY GROUP, LLC · Investment management$747

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$98,204 · 1.08%
2023$68,918 · 1.05%
2022$50,595 · 0.92%
Similar plansHealth Care & Social Assistance · Oklahoma
Centennial Health, P.C. OK$12.4M · 0.29%
Carter Healthcare,Llc OK$11.6M · 0.50%
Parkside, Inc. OK$8.9M · 0.71%

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Source: U.S. Department of Labor, Form 5500 series, EIN 844189198 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.