Plan Ledger DOL Form 5500 · updated monthly

Foundation Dental Partners Georg401(k)

FOUNDATION DENTAL PARTNERS GEORGIA PC 401K PLAN · ALPHARETTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

Foundation Dental Partners Georg reported $29,215 in plan administrative expenses for 2024: 0.41% of average plan assets, below the peer median. Employer contributions averaged $990 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 0.41%. 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 Georgia (1,337th of 2,160), and 6,216th of 11,911 in health care & social assistance. In 2024, employees put in $5.01 for every $1.00 the employer contributed; active participation has grown from 248 to 383 since 2022.

Plan summary
Net assets, end of year$8,583,708
Participants with balances392
Active participants383
Employer contributions$378,999
Employee contributions$1,898,714
Employer contribution per active participant$990
Average account balance$21,897
Benefits paid to participants$705,039
Plan auditUnmodified (clean) audit opinion
AuditorFRAZIER AND DEETER
Plan history3
Yearassets · accounts · employer contribution
2024$8.6M · 392 accts · $379K emplr
2023$5.7M · 360 accts · $329K emplr
2022$2.2M · 218 accts · $187K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,972
Audit (IQPA)$16,243
Total administrative$29,215
The Foundation Dental Partners Georg 401(k) match · 2024
Employer contribution per active participant$990
Median for plans this size$1,313
2024$990 per active participant
2023$922 per active participant
2022$755 per active participant

Foundation Dental Partners Georg's 2024 employer contribution ran below the $1,313 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
SRPC, INC · Recordkeeping · Trustee$16,242
ADP, INC. · Loan processing · Recordkeeping$12,972
ADP BROKER-DEALER · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP, SRPC, INC
2023ADP, SRPC, INC

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

Administrative cost history3
2024$29,215 · 0.41%
2023$16,588 · 0.42%
2022$6,984 · 0.42%
Same employer
Similar plansHealth Care & Social Assistance · Georgia
Rezolut, LLC GA$8.9M · 0.92%

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Source: U.S. Department of Labor, Form 5500 series, EIN 843743389 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.