Plan Ledger DOL Form 5500 · updated monthly

Elmwood Dental Group - Implant and Restoration, P.C.401(k)

ELMWOOD DENTAL GROUP, P.C. PROFIT SHARING 401(K) PLAN · ROCHESTER, NY · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Elmwood Dental Group - Implant and Restoration, P.C. reported $42,690 in plan administrative expenses for 2024: 0.34% of average plan assets, above the peer median. Employer contributions averaged $4,425 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 $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New York (3,147th of 5,648), and the 4,820th of 11,911 in health care & social assistance. In 2024, employees put in $1.15 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,431,233
Participants with balances154
Active participants114
Employer contributions$504,497
Employee contributions$578,146
Employer contribution per active participant$4,425
Average account balance$87,216
Benefits paid to participants$1,856,327
Plan auditUnmodified (clean) audit opinion
AuditorRDG + PARTNERS CPAS, PLLC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,910
Investment management$27,780
Total administrative$42,690
The Elmwood Dental Group - Implant and Restoration, P.C. 401(k) match · 2024
Employer contribution per active participant$4,425
Median for plans this size$2,416

Elmwood Dental Group - Implant and Restoration, P.C.'s 2024 employer contribution ran above the $2,416 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 · 20242
WELLS FARGO ADVISORS, LLC · Investment advisory (participants) · Investment advisory (plan)$27,780
BURKE GROUP · Trustee$14,910

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$42,690 · 0.34%
Similar plansHealth Care & Social Assistance · New York
The Children's Law Center NY$13.3M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161088504 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.