Plan Ledger DOL Form 5500 · updated monthly

Dentaquest Care Group Management, LLC401(k)

CARE DELIVERY FOR-PROFIT PRACTICE 401(K) PLAN · NASHVILLE, TN · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Dentaquest Care Group Management, LLC reported $38,753 in plan administrative expenses for 2024: 0.15% of average plan assets, below the peer median. Employer contributions averaged $841 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 0.17% to 0.15%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 438th-largest of 1,496 plans among Tennessee employers on file, and the 2,919th of 11,911 in health care & social assistance. In 2024, employees put in $2.84 for every $1.00 the employer contributed; active participation has grown from 506 to 1,215 since 2022.

Plan summary
Net assets, end of year$27,888,672
Participants with balances1,108
Active participants1,215
Employer contributions$1,022,281
Employee contributions$2,906,771
Employer contribution per active participant$841
Average account balance$25,170
Benefits paid to participants$1,806,432
Plan auditUnmodified (clean) audit opinion
AuditorCARON&BLETZER,PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$27.9M · 1,108 accts · $1.0M emplr
2023$22.2M · 696 accts · $750K emplr
2022$16.6M · 541 accts · $505K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,244
Investment management$5,509
Total administrative$38,753
The Dentaquest Care Group Management, LLC 401(k) match · 2024
Employer contribution per active participant$841
Median for plans this size$2,416
2024$841 per active participant
2023$1,146 per active participant
2022$999 per active participant

Dentaquest Care Group Management, LLC's 2024 employer contribution ran below the $2,416 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$33,244
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$5,509

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$38,753 · 0.15%
2023$29,293 · 0.15%
2022$27,410 · 0.17%
Same employer
Similar plansHealth Care & Social Assistance · Tennessee
Gastroenterology Associates TN$29.5M · 0.03%
Johnson City Eye Clinic, PC TN$28.9M · 0.13%
Frontier Health TN$25.2M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 320487994 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.