Plan Ledger DOL Form 5500 · updated monthly

Endodontic Practice Partners LLC401(k)

ENDODONTIC PRACTICE PARTNERS 401(K) PLAN · BRENTWOOD, TN · plan year 2024

Reported admin expense ratio · 2024
0.70%

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

Endodontic Practice Partners LLC reported $76,353 in plan administrative expenses for 2024: 0.70% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,173 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 1 year on file its reported administrative ratio rose from 0.32% to 0.70%. 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 643rd-largest of 1,496 plans among Tennessee employers on file, and the 4,303rd of 11,911 in health care & social assistance. In 2024, employees put in $2.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,012,525
Participants with balances267
Active participants517
Employer contributions$1,123,211
Employee contributions$2,530,214
Employer contribution per active participant$2,173
Average account balance$59,972
Benefits paid to participants$455,869
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$16.0M · 267 accts · $1.1M emplr
2023$5.8M · 221 accts · $954K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$43,902
Investment management$32,451
Total administrative$76,353
The Endodontic Practice Partners LLC 401(k) match · 2024
Employer contribution per active participant$2,173
Median for plans this size$2,416
2024$2,173 per active participant
2023$2,065 per active participant

Endodontic Practice Partners LLC's 2024 employer contribution ran below the $2,416 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 · 20243
GALLAGHER BENEFIT SERVICES INC DBA · Investment advisory (plan)$30,444
EMPOWER ADVISORY GROUP, LLC · Investment management$2,007

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

Administrative cost history2
2024$76,353 · 0.70%
2023$18,394 · 0.32%
Similar plansHealth Care & Social Assistance · Tennessee
Lifelinc Corporation TN$18.1M · 1.65%
Laughlin Memorial Hospital TN$16.2M · 0.03%
Conrad/Pearson Clinic, P.C. TN$15.4M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 854629791 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.