Plan Ledger DOL Form 5500 · updated monthly

North American Dental Management, LLC401(k)

NORTH AMERICAN DENTAL MANAGEMENT, LLC 401(K) PLAN · NEW CASTLE, PA · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

North American Dental Management, LLC reported $203,569 in plan administrative expenses for 2024: 0.30% of average plan assets, higher than ~75% of peers. Employer contributions averaged $148 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 0.44% to 0.30%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 610th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,403rd of 11,911 in health care & social assistance. In 2024, employees put in $21.72 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$72,516,380
Participants with balances1,787
Active participants3,076
Employer contributions$455,276
Employee contributions$9,890,471
Employer contribution per active participant$148
Average account balance$40,580
Benefits paid to participants$8,892,242
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$72.5M · 1,787 accts · $455K emplr
2023$61.7M · 1,752 accts · $525K emplr
2022$47.3M · 1,653 accts · $477K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$135,546
Investment management$68,023
Total administrative$203,569
The North American Dental Management, LLC 401(k) match · 2024
Employer contribution per active participant$148
Median for plans this size$3,635
2024$148 per active participant
2023$168 per active participant
2022$151 per active participant

North American Dental Management, LLC's 2024 employer contribution ran below the $3,635 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 · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$135,546
MARCUM WEALTH LLC · Investment advisory (plan)$41,141
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$26,883

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$203,569 · 0.30%
2023$217,228 · 0.40%
2022$219,755 · 0.44%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Wayne Memorial Hospital PA$78.8M · 0.32%
Elwyn PA$73.7M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 274348426 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.