Plan Ledger DOL Form 5500 · updated monthly

Orthodontic Management Company, LLC401(k)

DIAMOND BRACES 401(K) PLAN · ENGLEWOOD, NJ · plan year 2022

Reported admin expense ratio · 2022
0.26%

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

Orthodontic Management Company, LLC reported $1,379 in plan administrative expenses for 2022: 0.26% of average plan assets, lower 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New Jersey (2,280th of 2,419), and 11,266th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$604,397
Participants with balances57
Active participants220
Employer contributions$0
Employee contributions$178,097
Employer contribution per active participant$0
Average account balance$10,603
Benefits paid to participants$18,323
Plan auditDisclaimer of opinion
AuditorDSR CPA AND CONSULTANTS
Administrative expenses, itemized · 2022
Investment management$1,379
Total administrative$1,379
The Orthodontic Management Company, LLC 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$331

Orthodontic Management Company, LLC's 2022 employer contribution ran below the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$1,379 · 0.26%
Similar plansHealth Care & Social Assistance · New Jersey
Connect Plus Therapy NJ$615K · 0.65%
Sprout Health, LLC NJ$595K · 1.54%
Alliance Nj Care NJ$535K · 3.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 814808684 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.