Plan Ledger DOL Form 5500 · updated monthly

Pediatric Dental and Orthodontic Associates401(k)

PDOA 401(K) PLAN · BIRMINGHAM, AL · plan year 2024

Reported admin expense ratio · 2024
0.88%

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

Pediatric Dental and Orthodontic Associates reported $33,326 in plan administrative expenses for 2024: 0.88% of average plan assets, higher than ~75% of peers. Employer contributions averaged $754 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 $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 Alabama (667th of 902), and 8,411th of 11,911 in health care & social assistance. In 2024, employees put in $3.74 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,207,736
Participants with balances149
Active participants117
Employer contributions$88,273
Employee contributions$330,099
Employer contribution per active participant$754
Average account balance$28,240
Benefits paid to participants$203,610
Plan auditUnmodified (clean) audit opinion
AuditorTHE HIGHLANDS ACCOUNTING GROUP, INC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,104
Investment management$797
Total administrative$33,326
The Pediatric Dental and Orthodontic Associates 401(k) match · 2024
Employer contribution per active participant$754
Median for plans this size$1,313

Pediatric Dental and Orthodontic Associates's 2024 employer contribution ran below 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 · 20242
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$850
WILSHIRE ASSOCIATES · Investment advisory (participants)$797

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$33,326 · 0.88%
Similar plansHealth Care & Social Assistance · Alabama
Sasser Enterprises, Inc. AL$4.3M · 1.01%
Stonecreek Services, LLC AL$4.1M · 1.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 861203578 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.