Plan Ledger DOL Form 5500 · updated monthly

Dental Health Associates of Madison, LTD.401(k)

DENTAL HEALTH ASSOCIATES OF MADISON, LTD. 401(K) PROFIT SHARING PLAN · FITCHBURG, WI · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Dental Health Associates of Madison, LTD. reported $6,512 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,886 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 0.16% to 0.01%. 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 324th-largest of 1,936 plans among Wisconsin employers on file, and the 1,479th of 11,911 in health care & social assistance. In 2024, employees put in $1.14 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$67,424,965
Participants with balances415
Active participants284
Employer contributions$1,671,531
Employee contributions$1,911,072
Employer contribution per active participant$5,886
Average account balance$162,470
Benefits paid to participants$7,167,078
Plan auditUnmodified (clean) audit opinion
AuditorSVA CERTIFIED PUBLIC ACCOUNTANTS
Plan history3
Yearassets · accounts · employer contribution
2024$67.4M · 415 accts · $1.7M emplr
2023$62.4M · 382 accts · $1.6M emplr
2022$59.6M · 396 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Investment management$6,512
Total administrative$6,512
The Dental Health Associates of Madison, LTD. 401(k) match · 2024
Employer contribution per active participant$5,886
Median for plans this size$3,635
2024$5,886 per active participant
2023$6,020 per active participant
2022$5,286 per active participant

Dental Health Associates of Madison, LTD.'s 2024 employer contribution ran above the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
EMPOWER ADVISORY GROUP, LLC · Investment management$6,474
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$38

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$6,512 · 0.01%
2023$102,826 · 0.17%
2022$108,433 · 0.16%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Upland Hills Health, Inc. WI$77.8M · 0.02%
Gi Associates, LLC WI$63.2M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391190243 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.