Plan Ledger DOL Form 5500 · updated monthly

Peak Dental Services, Inc.401(k)

PEAK DENTAL SERVICES 401(K) PLAN · COLORADO SPRINGS, CO · plan year 2024

Reported admin expense ratio · 2024
0.78%

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

Peak Dental Services, Inc. reported $98,370 in plan administrative expenses for 2024: 0.78% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,640 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 0.98% to 0.78%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 669th-largest of 1,461 plans among Colorado employers on file, and 6,806th of 11,654 in professional & technical services. In 2024, employees put in $1.95 for every $1.00 the employer contributed; active participation has grown from 412 to 541 since 2022.

Plan summary
Net assets, end of year$14,083,146
Participants with balances329
Active participants541
Employer contributions$887,262
Employee contributions$1,733,352
Employer contribution per active participant$1,640
Average account balance$42,806
Benefits paid to participants$1,253,845
Plan auditUnmodified (clean) audit opinion
AuditorMJCO, LLC.
Plan history3
Yearassets · accounts · employer contribution
2024$14.1M · 329 accts · $887K emplr
2023$11.1M · 356 accts · $972K emplr
2022$8.0M · 378 accts · $858K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$98,370
Total administrative$98,370
The Peak Dental Services, Inc. 401(k) match · 2024
Employer contribution per active participant$1,640
Median for plans this size$2,416
2024$1,640 per active participant
2023$2,506 per active participant
2022$2,082 per active participant

Peak Dental Services, Inc.'s 2024 employer contribution ran below the $2,416 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

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$98,370 · 0.78%
2023$100,325 · 1.05%
2022$79,710 · 0.98%
Same employer
Similar plansProfessional & Technical Services · Colorado
Sherpa 6, Inc. CO$14.0M · 0.75%
Yeh and Associates, Inc. CO$13.4M · 0.20%
Kahuna USA LLC CO$13.2M · 0.55%
Isys Technologies CO$12.7M · 0.17%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 263216754 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.