Plan Ledger DOL Form 5500 · updated monthly

Imagen Dental Partners Association I401(k)

IMAGEN DENTAL PARTNERS MEP 401(K) PLAN · SCOTTSDALE, AZ · plan year 2024

Reported admin expense ratio · 2024
1.34%

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

Imagen Dental Partners Association I reported $367,338 in plan administrative expenses for 2024: 1.34% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,296 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 1.59% to 1.34%. 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 254th-largest of 1,285 plans among Arizona employers on file, and the 2,521st of 11,911 in health care & social assistance. In 2024, employees put in $3.52 for every $1.00 the employer contributed; active participation has grown from 811 to 1,407 since 2022.

Plan summary
Net assets, end of year$34,055,886
Participants with balances1,043
Active participants1,407
Employer contributions$1,823,271
Employee contributions$6,412,783
Employer contribution per active participant$1,296
Average account balance$32,652
Benefits paid to participants$2,172,050
Plan auditUnmodified (clean) audit opinion
AuditorMETZ CPA, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$34.1M · 1,043 accts · $1.8M emplr
2023$20.8M · 887 accts · $1.7M emplr
2022$9.1M · 807 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$277,912
Investment management$76,176
Total administrative$367,338
The Imagen Dental Partners Association I 401(k) match · 2024
Employer contribution per active participant$1,296
Median for plans this size$2,416
2024$1,296 per active participant
2023$1,670 per active participant
2022$1,271 per active participant

Imagen Dental Partners Association I'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 · 20243
CURAFIN ADVISORS$55,320
ONEDIGITAL INVESTMENT ADVISORS L$17,338
NOVA 401(K) ASSOCIATES · Other servicesindirect comp

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$367,338 · 1.34%
2023$265,810 · 1.78%
2022$89,056 · 1.59%
Similar plansHealth Care & Social Assistance · Arizona
Chicanos Por la Causa, Inc. AZ$38.7M · 0.65%
Pima Heart Physicians, P.C. AZ$37.4M · 0.18%
Genesis Ob/Gyn, P.C. AZ$32.7M · 0.35%
Marana Health Center, Inc. AZ$30.8M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 871559565 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.