Plan Ledger DOL Form 5500 · updated monthly

Rox Access Network401(k)

RODEO DENTAL AND ORTHODONTICS 401(K) PLAN · FORT WORTH, TX · plan year 2024

Reported admin expense ratio · 2024
1.01%

Rox Access Network reported $37,918 in plan administrative expenses for 2024: 1.01% of average plan assets, higher than ~75% of peers. 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 rose from 0.26% to 1.01%. 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 Texas (4,058th of 5,688), and 7,918th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$4,972,852
Participants with balances709
Active participants893
Employer contributions—
Employee contributions$2,368,140
Employer contribution per active participant—
Average account balance$7,014
Benefits paid to participants$608,543
Plan auditUnmodified (clean) audit opinion
AuditorJASON F. CLAUSEN PC
Plan history2
Yearassets · accounts · employer contribution
2024$5.0M · 709 accts
2022$1.5M · 85 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,972
Investment management$17,946
Total administrative$37,918
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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$19,972
ONEDIGITAL INVESTMENT ADVISORS · Investment advisory (plan)$17,946

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

Administrative cost history2
2024$37,918 · 1.01%
2022$3,603 · 0.26%
Similar plansHealth Care & Social Assistance · Texas
Hope Hospice TX$5.1M · 1.12%
Childcaregroup TX$5.1M · 0.15%
The Council on Recovery TX$5.0M · 0.49%
Wheel Health Inc. TX$4.9M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 275429359 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.