Plan Ledger DOL Form 5500 · updated monthly

Jdc Healthcare, PLLC dba Jefferson Dental Clinics401(k)

JEFFERSON DENTAL CLINICS 401(K) PROFIT SHARING PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Jdc Healthcare, PLLC dba Jefferson Dental Clinics reported $13,797 in plan administrative expenses for 2024: 0.18% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 0.09% to 0.18%. 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 Texas (3,310th of 5,688), and 6,270th of 11,911 in health care & social assistance. active participation has grown from 883 to 1,339 since 2022.

Plan summary
Net assets, end of year$8,437,246
Participants with balances189
Active participants1,339
Employer contributions$0
Employee contributions$1,117,446
Employer contribution per active participant$0
Average account balance$44,642
Benefits paid to participants$689,024
Plan auditUnmodified (clean) audit opinion
AuditorKHA ACCOUNTANTS, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$8.4M · 189 accts
2023$7.1M · 148 accts
2022$5.7M · 127 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,980
Investment management$817
Total administrative$13,797
The Jdc Healthcare, PLLC dba Jefferson Dental Clinics 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Jdc Healthcare, PLLC dba Jefferson Dental Clinics's 2024 employer contribution ran below the $1,313 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$12,980

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$13,797 · 0.18%
2023$14,939 · 0.23%
2022$5,375 · 0.09%
Similar plansHealth Care & Social Assistance · Texas
Ocusoft, Inc TX$8.5M · 0.61%
Manor Park, Inc. TX$8.4M · 0.74%
Cenikor Foundation TX$8.2M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752518300 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.