Plan Ledger DOL Form 5500 · updated monthly

Open Dental Software, Inc.401(k)

OPEN DENTAL SOFTWARE 401(K) PLAN · SALEM, OR · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Open Dental Software, Inc. reported $8,265 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,356 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 0.15% to 0.09%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in Oregon (548th of 1,021), and 1,491st of 2,199 in information & media. In 2024, employees put in $1.73 for every $1.00 the employer contributed; active participation has grown from 347 to 424 since 2022.

Plan summary
Net assets, end of year$10,316,160
Participants with balances354
Active participants424
Employer contributions$575,031
Employee contributions$996,140
Employer contribution per active participant$1,356
Average account balance$29,142
Benefits paid to participants$197,292
Plan auditUnmodified (clean) audit opinion
AuditorREDW LLC
Plan history3
Yearassets · accounts · employer contribution
2024$10.3M · 354 accts · $575K emplr
2023$7.7M · 313 accts · $517K emplr
2022$5.4M · 262 accts · $410K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,265
Total administrative$8,265
The Open Dental Software, Inc. 401(k) match · 2024
Employer contribution per active participant$1,356
Median for plans this size$1,313
2024$1,356 per active participant
2023$1,311 per active participant
2022$1,183 per active participant

Open Dental Software, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20241
THE VANGUARD GROUP, INC. · Loan processing$8,265

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$8,265 · 0.09%
2023$6,900 · 0.11%
2022$7,995 · 0.15%
Similar plansInformation & Media · Oregon
Blackstone Audio OR$15.0M · 0.04%
Adpearance Holdings, LLC OR$11.4M · 0.27%
Dark Horse Comics, LLC OR$8.9M · 0.50%
Audio and Video Labs, Inc OR$7.7M · 0.03%
Anywhereworks, Inc. OR$7.2M · 1.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 204944520 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.