Plan Ledger DOL Form 5500 · updated monthly

Ivoclar Vivadent, Inc.401(k)

IVOCLAR VIVADENT, INC. 401(K) RETIREMENT PLAN · AMHERST, NY · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Ivoclar Vivadent, Inc. reported $16,046 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,435 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 0.015%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 713th-largest of 5,648 plans among New York employers on file, and the 373rd of 4,246 in wholesale trade. In 2024, employees put in $1.70 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$114,221,892
Participants with balances618
Active participants494
Employer contributions$2,684,846
Employee contributions$4,573,743
Employer contribution per active participant$5,435
Average account balance$184,825
Benefits paid to participants$6,684,646
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$114.2M · 618 accts · $2.7M emplr
2023$101.3M · 649 accts · $2.7M emplr
2022$84.6M · 639 accts · $2.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,046
Total administrative$16,046
The Ivoclar Vivadent, Inc. 401(k) match · 2024
Employer contribution per active participant$5,435
Median for plans this size$3,635
2024$5,435 per active participant
2023$5,058 per active participant
2022$4,884 per active participant

Ivoclar Vivadent, Inc.'s 2024 employer contribution ran above the $3,635 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$16,046
UBS FINANCIAL SERVICES · Consultingindirect 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$16,046 · 0.01%
2023$14,452 · 0.02%
2022$13,350 · 0.01%
Same employer
Similar plansWholesale Trade · New York
Nikon Inc. NY$134.9M · 0.05%
Steven Madden LTD. NY$125.0M · 0.20%
Fast Retailing USA, Inc NY$115.5M · 0.26%
Subaru Distributors Corp NY$101.0M · 0.10%
Campari America NY$97.9M · 0.06%
Hartree Partners, LP NY$95.2M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161287874 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.