Plan Ledger DOL Form 5500 · updated monthly

Kos Services, LLC401(k)

DENTAL DREAMS 401(K) PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.83%

Kos Services, LLC reported $28,688 in plan administrative expenses for 2024: 0.83% of average plan assets, above the peer median. 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 1.23% to 0.83%. 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 Illinois (3,113th of 3,702), and 8,668th of 11,911 in health care & social assistance. active participation has grown from 488 to 597 since 2022.

Plan summary
Net assets, end of year$3,830,219
Participants with balances462
Active participants597
Employer contributions—
Employee contributions$683,669
Employer contribution per active participant—
Average account balance$8,291
Benefits paid to participants$387,362
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.8M · 462 accts
2023$3.1M · 456 accts
2022$2.3M · 424 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,688
Total administrative$28,688
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
CETERA INVESTMENT ADVISORS, LLC · Investment advisory (participants)$19,495
NATIONWIDE · Investment advisory (participants)$13,464
CETERA RETIREMENT PLAN SPECIALISTS · Pension consulting$5,525

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$28,688 · 0.83%
2023$31,962 · 1.20%
2022$28,046 · 1.23%
Same employer
Similar plansHealth Care & Social Assistance · Illinois
Sunset Home IL$3.9M · 1.07%
Icare Services IL$3.7M · 0.98%
Eyas Landing, Inc. IL$3.7M · 0.83%

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Source: U.S. Department of Labor, Form 5500 series, EIN 208757725 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.