Plan Ledger DOL Form 5500 · updated monthly

Elias, Elliott, Lampasi, Fehn, Harris, and Nguyen a Dental Practice, I401(k)

RIVERSIDE DENTAL GROUP AND DENTAL ASSOCIATE OFFICES 401(K) PLAN · RIVERSIDE, CA · plan year 2024

Reported admin expense ratio · 2024
0.97%

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

Elias, Elliott, Lampasi, Fehn, Harris, and Nguyen a Dental Practice, I reported $52,584 in plan administrative expenses for 2024: 0.97% of average plan assets, higher than ~75% of peers. Employer contributions averaged $0 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 3 years on file its reported administrative ratio has held roughly steady near 0.97%. 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 California (6,807th of 9,483), and 7,579th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$5,612,728
Participants with balances137
Active participants114
Employer contributions$0
Employee contributions$302,787
Employer contribution per active participant$0
Average account balance$40,969
Benefits paid to participants$423,427
Plan auditUnmodified (clean) audit opinion
AuditorPLAN CHECK CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$5.6M · 137 accts
2023$5.2M · 142 accts
2022$5.3M · 148 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,938
Investment management$36,699
Audit (IQPA)$5,947
Total administrative$52,584
The Elias, Elliott, Lampasi, Fehn, Harris, and Nguyen a Dental Practice, I 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Elias, Elliott, Lampasi, Fehn, Harris, and Nguyen a Dental Practice, I's 2024 employer contribution ran below the $1,313 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 · 20244
ACCELERATE INVESTMENT ADVISORS LLC · Investment advisory (plan)$18,870
EMPOWER ADVISORY GROUP, LLC · Investment management$17,829
PLANCHEC(K) CPAS LLC · Accounting / audit$5,947

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$52,584 · 0.97%
2023$57,645 · 1.10%
2022$56,971 · 0.93%
Same employer
Similar plansHealth Care & Social Assistance · California
Side by Side CA$5.6M · 0.05%
First Place for Youth CA$5.4M · 0.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330874160 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.