Plan Ledger DOL Form 5500 · updated monthly

Fdh Holdings, LLC401(k)

FAMILY DENTAL HEALTH RETIREMENT SAVINGS PLAN · GREER, SC · plan year 2024

Reported admin expense ratio · 2024
0.77%

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

Fdh Holdings, LLC reported $65,703 in plan administrative expenses for 2024: 0.77% of average plan assets, above the peer median. Employer contributions averaged $1 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 2 years on file its reported administrative ratio fell from 1.05% to 0.77%. 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 South Carolina (426th of 807), and the 5,780th of 11,911 in health care & social assistance. In 2024, employees put in $7355.93 for every $1.00 the employer contributed; active participation has grown from 346 to 520 since 2022.

Plan summary
Net assets, end of year$9,762,112
Participants with balances541
Active participants520
Employer contributions$262
Employee contributions$1,927,253
Employer contribution per active participant$1
Average account balance$18,045
Benefits paid to participants$548,833
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.8M · 541 accts · $262 emplr
2023$7.2M · 474 accts · $275 emplr
2022$4.9M · 397 accts · $186 emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$46,277
Investment management$19,426
Total administrative$65,703
The Fdh Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$1
Median for plans this size$1,313
2024$1 per active participant
2023$1 per active participant
2022$1 per active participant

Fdh Holdings, LLC'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 · 20242
ASCENSUS LLC · Loan processing · Recordkeeping$46,533
ONE DIGITAL INVESTMENT ADVISORS · Investment advisory (plan)$19,426

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$65,703 · 0.77%
2023$63,007 · 1.05%
2022$50,950 · 1.05%
Similar plansHealth Care & Social Assistance · South Carolina
Babcock Center, Inc. SC$11.3M · 1.05%
Family Health Centers, Inc. SC$10.4M · 0.27%
Palmetto Goodwill SC$10.2M · 0.68%
Wesley Commons SC$9.8M · 0.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 272160929 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.