Plan Ledger DOL Form 5500 · updated monthly

Lightforce Orthodontics Inc401(k)

LIGHTFORCE ORTHODONTICS INC. 401(K) PROFIT SHARING PLAN AND TRUST · BURLINGTON, MA · plan year 2024

Reported admin expense ratio · 2024
1.10%

Lightforce Orthodontics Inc reported $43,543 in plan administrative expenses for 2024: 1.10% of average plan assets, higher than ~75% of peers. 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 1 year on file its reported administrative ratio rose from 1.03% to 1.10%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Massachusetts (2,331st of 2,726), and 9,901st of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$4,729,131
Participants with balances298
Active participants205
Employer contributions—
Employee contributions$1,671,900
Employer contribution per active participant—
Average account balance$15,870
Benefits paid to participants$792,931
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$4.7M · 298 accts
2023$3.2M · 216 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,306
Investment management$10,237
Total administrative$43,543
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
TRANSAMERICA RETIREMENT SOLUTIONS, · Recordkeeping · Loan processing$18,252
PENTEGRA SERVICES, INC. TPA DIVISIO · Recordkeeping · Loan processing$15,054
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$10,237

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

Recordkeeper by year2
2024Pentegra, Transamerica
2023Pentegra, Transamerica

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Administrative cost history2
2024$43,543 · 1.10%
2023$23,685 · 1.03%
Same employer
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Cil, Inc. MA$4.8M · 0.68%
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Bpg Bio, Inc. MA$4.8M · 0.57%
Overture Partners, LLC MA$4.8M · 0.17%
Boston Boatworks, LLC MA$4.7M · 0.62%
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Racepoint Global, Inc. MA$4.7M · 0.49%
Reveneer, Inc. MA$4.6M · 1.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 475394197 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.