Plan Ledger DOL Form 5500 · updated monthly

GEN4 Dental Partners Opco, LLC401(k)

GEN4 DENTAL PARTNERS 401(K) RETIREMENT PLAN · TEMPE, AZ · plan year 2024

Reported admin expense ratio · 2024
1.02%

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

GEN4 Dental Partners Opco, LLC reported $279,736 in plan administrative expenses for 2024: 1.02% of average plan assets, higher than ~90% of peers. Employer contributions averaged $877 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 0.51% to 1.02%. 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 261st-largest of 1,285 plans among Arizona employers on file, and the 2,561st of 11,911 in health care & social assistance. In 2024, employees put in $5.51 for every $1.00 the employer contributed; active participation has grown from 968 to 1,646 since 2022.

Plan summary
Net assets, end of year$33,378,760
Participants with balances1,582
Active participants1,646
Employer contributions$1,444,355
Employee contributions$7,957,305
Employer contribution per active participant$877
Average account balance$21,099
Benefits paid to participants$3,016,365
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$33.4M · 1,582 accts · $1.4M emplr
2023$21.6M · 1,604 accts · $1.5M emplr
2022$8.6M · 914 accts · $597K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$194,662
Investment management$58,050
Audit (IQPA)$11,000
Total administrative$279,736
The GEN4 Dental Partners Opco, LLC 401(k) match · 2024
Employer contribution per active participant$877
Median for plans this size$2,416
2024$877 per active participant
2023$1,087 per active participant
2022$617 per active participant

GEN4 Dental Partners Opco, LLC's 2024 employer contribution ran below the $2,416 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 · 20244
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$152,411
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$58,714
KIMBERLIN COMPANY, PLLC · Accounting / audit$11,000
ALERA INVESTMENT ADVISORS LLC · Investment advisory (plan)$9,491

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$279,736 · 1.02%
2023$153,030 · 1.01%
2022$22,277 · 0.51%
Same employer
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Genesis Ob/Gyn, P.C. AZ$32.7M · 0.35%
Marana Health Center, Inc. AZ$30.8M · 0.43%
Community Bridges, Inc. AZ$30.7M · 0.09%
Valley Ent, P.C. AZ$29.5M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 862821806 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.