Plan Ledger DOL Form 5500 · updated monthly

Five Point Dental Specialists, Inc401(k)

FIVE POINT DENTAL SPECIALISTS RETIREMENT PLAN & TRUST · FORT WORTH, TX · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Five Point Dental Specialists, Inc reported $55,987 in plan administrative expenses for 2024: 0.46% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,587 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 rose from 0.42% to 0.46%. 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 2,650th-largest of 5,688 plans among Texas employers on file, and the 4,897th of 11,911 in health care & social assistance. In 2024, employees put in $1.80 for every $1.00 the employer contributed; active participation has grown from 178 to 394 since 2022.

Plan summary
Net assets, end of year$13,059,508
Participants with balances415
Active participants394
Employer contributions$625,196
Employee contributions$1,123,921
Employer contribution per active participant$1,587
Average account balance$31,469
Benefits paid to participants$2,020,907
Plan auditUnmodified (clean) audit opinion
AuditorGARRETY AND ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$13.1M · 415 accts · $625K emplr
2023$11.1M · 322 accts · $322K emplr
2022$7.6M · 119 accts · $171K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$55,987
Total administrative$55,987
The Five Point Dental Specialists, Inc 401(k) match · 2024
Employer contribution per active participant$1,587
Median for plans this size$2,416
2024$1,587 per active participant
2023$932 per active participant
2022$963 per active participant

Five Point Dental Specialists, Inc'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 · 20242
RAYMOND JAMES · Investment advisory (plan)$33,499

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$55,987 · 0.46%
2023$29,043 · 0.31%
2022$32,213 · 0.42%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Lifenet, Inc. TX$13.3M · 0.11%
Hospice of East Texas TX$13.1M · 0.84%
Austin Retina Associates TX$13.0M · 0.65%

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Source: U.S. Department of Labor, Form 5500 series, EIN 831695888 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.