Plan Ledger DOL Form 5500 · updated monthly

Eastern Smiles Opco, LLC401(k)

EASTERN SMILES 401(K) PLAN · EDISON, NJ · plan year 2023

Reported admin expense ratio · 2023
1.14%

Eastern Smiles Opco, LLC reported $64,567 in plan administrative expenses for 2023: 1.14% 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New Jersey (1,748th of 2,419), and 6,973rd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$6,774,500
Participants with balances467
Active participants390
Employer contributions—
Employee contributions$1,743,817
Employer contribution per active participant—
Average account balance$14,506
Benefits paid to participants$282,834
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$64,356
Investment management$211
Total administrative$64,567
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$6,785
CREATIVE PLANNING HOLD CO, 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 history1
2023$64,567 · 1.14%
Similar plansHealth Care & Social Assistance · New Jersey
P.R.O.C.E.E.D. Inc. NJ$7.1M · 0.44%
Monmouth Cares, Inc. NJ$6.8M · 0.85%
Newbridge Services, Inc. NJ$6.7M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 811460037 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.