Plan Ledger DOL Form 5500 · updated monthly

Elevate Dental Partners, LLC401(k)

ELEVATE DENTAL PARTNERS 401K PLAN · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Elevate Dental Partners, LLC reported $28,357 in plan administrative expenses for 2024: 0.46% of average plan assets, below the peer median. Employer contributions averaged $1,641 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.

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 Colorado (899th of 1,461), and 6,607th of 11,911 in health care & social assistance. In 2024, employees put in $2.13 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,649,519
Participants with balances228
Active participants344
Employer contributions$564,602
Employee contributions$1,201,455
Employer contribution per active participant$1,641
Average account balance$33,551
Benefits paid to participants$743,783
Plan auditUnmodified (clean) audit opinion
AuditorALEXANDER & WILLIAMS, PLLC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,460
Investment management$25,897
Total administrative$28,357
The Elevate Dental Partners, LLC 401(k) match · 2024
Employer contribution per active participant$1,641
Median for plans this size$1,313

Elevate Dental Partners, LLC's 2024 employer contribution ran above the $1,313 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 · 20242
EDWARD JONES · Recordkeeping · Trustee$25,897
ADP, INC. · Loan processing · Recordkeeping$2,460

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$28,357 · 0.46%
Same employer
Similar plansHealth Care & Social Assistance · Colorado
Inreach Healthcare, LLC CO$7.7M · 1.30%
Food Bank of the Rockies CO$7.5M · 0.39%
Savio House CO$7.0M · 0.14%
Third Way Center, Inc. CO$6.8M · 0.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 833712526 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.