Plan Ledger DOL Form 5500 · updated monthly

Dental Intelligence, Inc.401(k)

DENTAL INTEL 401(K) PLAN · PLEASANT GROVE, UT · plan year 2024

Reported admin expense ratio · 2024
0.86%

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

Dental Intelligence, Inc. reported $76,518 in plan administrative expenses for 2024: 0.86% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,627 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 0.91% to 0.86%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Utah (445th of 848), and 7,822nd of 11,654 in professional & technical services. In 2024, employees put in $1.86 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,574,623
Participants with balances262
Active participants186
Employer contributions$860,648
Employee contributions$1,597,856
Employer contribution per active participant$4,627
Average account balance$40,361
Benefits paid to participants$973,234
Plan auditUnmodified (clean) audit opinion
AuditorWSRP LLC
Plan history3
Yearassets · accounts · employer contribution
2024$10.6M · 262 accts · $861K emplr
2023$7.3M · 267 accts · $682K emplr
2022$4.7M · 233 accts · $660K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$36,845
Investment management$39,673
Total administrative$76,518
The Dental Intelligence, Inc. 401(k) match · 2024
Employer contribution per active participant$4,627
Median for plans this size$1,313
2024$4,627 per active participant
2023$3,687 per active participant
2022$3,202 per active participant

Dental Intelligence, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$36,845
CALIBER WEALTH MANAGEMENT LLC · Investment advisory (plan)$27,972
DIVERSIFY WEALTH MANAGEMENT LLC · Investment advisory (plan)$11,701

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$76,518 · 0.86%
2023$49,293 · 0.82%
2022$39,924 · 0.91%
Same employer
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Elementum LTD UT$11.9M · 0.06%
Infotrax Systems UT$11.6M · 0.21%
Elementum Scm, Inc. UT$11.3M · 0.00%
Executech Utah, LLC UT$10.4M · 0.74%
Consultnet, LLC UT$10.2M · 0.70%
Wsrp, LLC UT$10.0M · 0.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 463551770 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.