Plan Ledger DOL Form 5500 · updated monthly

Pediatric Dentistry and Orthodontics of Chattanooga401(k)

PEDIATRIC DENTISTRY & ORTHODONTICS OF CHATTANOOGA PARTNERSHIP 401(K) PLAN · CHATTANOOGA, TN · plan year 2023

Reported admin expense ratio · 2023
0.01%

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

Pediatric Dentistry and Orthodontics of Chattanooga reported $950 in plan administrative expenses for 2023: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,666 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 has held roughly steady near 0.010%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Tennessee (802nd of 1,496), and the 5,451st of 11,911 in health care & social assistance. In 2023, employees put in $1.53 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,908,318
Participants with balances146
Active participants135
Employer contributions$359,855
Employee contributions$552,300
Employer contribution per active participant$2,666
Average account balance$74,715
Benefits paid to participants$246,423
Plan auditUnmodified (clean) audit opinion
AuditorHUSELTON, MORGAN & MAULTSBY, P.C.
Plan history2
Yearassets · accounts · employer contribution
2023$10.9M · 146 accts · $360K emplr
2022$8.6M · 130 accts · $312K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$950
Total administrative$950
The Pediatric Dentistry and Orthodontics of Chattanooga 401(k) match · 2023
Employer contribution per active participant$2,666
Median for plans this size$1,308
2023$2,666 per active participant
2022$2,537 per active participant

Pediatric Dentistry and Orthodontics of Chattanooga's 2023 employer contribution ran above the $1,308 median for plans its size, placing it in the top 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
RAYMOND JAMES FINANCIAL SERVICES INindirect comp
RAYMOND JAMES FINANCIAL SERVICES ADindirect comp

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

Administrative cost history2
2023$950 · 0.01%
2022$925 · 0.01%
Same employer
Similar plansHealth Care & Social Assistance · Tennessee
Alive Hospice, Inc. TN$11.8M · 0.79%
Axial Healthcare TN$11.5M · 1.07%
Health Connect America TN$10.8M · 1.46%
Spero Health, Inc. TN$10.4M · 0.11%
Medic, Inc. TN$10.3M · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 832956929 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.