Plan Ledger DOL Form 5500 · updated monthly

Liberty Dental Plan Corporation401(k)

LIBERTY DENTAL PLAN CORPORATION 401(K) PLAN · TUSTIN, CA · plan year 2024

Reported admin expense ratio · 2024
0.38%

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

Liberty Dental Plan Corporation reported $162,890 in plan administrative expenses for 2024: 0.38% of average plan assets, above the peer median. Employer contributions averaged $2,816 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 0.49% to 0.38%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,827th-largest of 9,483 plans among California employers on file, and the 1,731st of 4,798 in finance & insurance. In 2024, employees put in $1.95 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$47,850,505
Participants with balances1,203
Active participants1,049
Employer contributions$2,954,423
Employee contributions$5,767,262
Employer contribution per active participant$2,816
Average account balance$39,776
Benefits paid to participants$4,164,845
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$47.9M · 1,203 accts · $3.0M emplr
2023$37.9M · 1,166 accts · $2.8M emplr
2022$30.3M · 1,206 accts · $2.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$147,647
Investment management$15,243
Total administrative$162,890
The Liberty Dental Plan Corporation 401(k) match · 2024
Employer contribution per active participant$2,816
Median for plans this size$2,416
2024$2,816 per active participant
2023$2,527 per active participant
2022$2,247 per active participant

Liberty Dental Plan Corporation's 2024 employer contribution ran above the $2,416 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
ADP, INC. · Loan processing · Recordkeeping$162,890
ADP BROKER-DEALERindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADP
2023ADP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$162,890 · 0.38%
2023$153,702 · 0.45%
2022$153,241 · 0.49%
Same employer
Similar plansFinance & Insurance · California
Bank of the Sierra CA$48.7M · 0.38%
Crescent Capital Group LP CA$48.5M · 0.07%
American Advisors Group CA$47.8M · 0.38%
Bank of Marin CA$46.9M · 0.16%
Pcb Bank CA$46.6M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 264074848 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.