Plan Ledger DOL Form 5500 · updated monthly

North Valley Endodontics P.A.401(k)

NORTH VALLEY ENDODONTICS P.A. 401(K) PROFIT SHARING PLAN · SCOTTSDALE, AZ · plan year 2024

Reported admin expense ratio · 2024
1.20%

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

North Valley Endodontics P.A. reported $48,595 in plan administrative expenses for 2024: 1.20% of average plan assets, higher 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 3 years on file its reported administrative ratio rose from 1.10% to 1.20%. 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 Arizona (894th of 1,285), and 8,442nd of 11,911 in health care & social assistance. In 2024, employees put in $33195.13 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,151,672
Participants with balances117
Active participants98
Employer contributions$16
Employee contributions$531,122
Employer contribution per active participant$0
Average account balance$35,484
Benefits paid to participants$847,930
Plan auditUnmodified (clean) audit opinion
AuditorWALLACE, PLESE DREHER, L.L.P.
Plan history4
Yearassets · accounts · employer contribution
2024$4.2M · 117 accts · $16 emplr
2023$3.9M · 134 accts
2022$3.2M · 112 accts
2021$3.7M · 139 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,387
Investment management$19,208
Total administrative$48,595
The North Valley Endodontics P.A. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

North Valley Endodontics P.A.'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 · 20243
ADP, INC. · Loan processing · Recordkeeping$29,387
WELLS FARGO ADVISORS FINANCIAL NETW · Recordkeeping · Trustee$19,208
ADP BROKER-DEALER · Other servicesindirect 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, Wells Fargo
2023ADP, WALLACE, PLESE & DREHER LLP, Wells Fargo

This plan has changed recordkeepers within these filings. If you left North Valley Endodontics P.A. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2024$48,595 · 1.20%
2023$45,155 · 1.26%
2022$36,184 · 1.04%
2021$38,703 · 1.10%
All plans at this employer2
NORTH VALLEY ENDODONTICS P.A. 401(K) PROFIT SHARING PLAN401(k)
NORTH VALLEY ENDODONTICS P.A. 401(K) PROFIT SHARING PLAN401(k)
Similar plansHealth Care & Social Assistance · Arizona
ABILITY360 AZ$4.2M · 0.86%
Hospice of Havasu AZ$3.9M · 0.01%
Mind 24-7, LLC AZ$3.9M · 1.82%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860799974 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.