Plan Ledger DOL Form 5500 · updated monthly

Safco Dental Supply LLC401(k)

SAFCO DENTAL SUPPLY LLC 401(K) PLAN · BUFFALO GROVE, IL · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

Safco Dental Supply LLC reported $73,294 in plan administrative expenses for 2024: 0.43% of average plan assets, above the peer median. Employer contributions averaged $5,474 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 1 year on file its reported administrative ratio fell from 0.43% to 0.36%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,826th-largest of 3,702 plans among Illinois employers on file, and the 2,107th of 4,246 in wholesale trade. In 2024, employees put in $1.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,603,056
Participants with balances127
Active participants88
Employer contributions$481,720
Employee contributions$516,093
Employer contribution per active participant$5,474
Average account balance$138,607
Benefits paid to participants$2,716,373
Plan auditUnmodified (clean) audit opinion
AuditorCASSELL PLAN AUDITS, INC.
Plan history2
Yearassets · accounts · employer contribution
2025$17.4M · 122 accts · $376K emplr
2024$17.6M · 127 accts · $482K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,311
Investment management$34,983
Total administrative$73,294
The Safco Dental Supply LLC 401(k) match · 2024
Employer contribution per active participant$5,474
Median for plans this size$2,416
2025$4,888 per active participant
2024$5,474 per active participant

Safco Dental Supply LLC's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
ALLIANCE PENSION CONSULTANTS, LLC · Recordkeeping$38,311
NADLER FINANCIAL GROUP, LLC · Consulting$34,982
CHARLES SCHWAB TRUST BANK · Custodialindirect comp
CHARLES SCHWAB & CO., INC. · Custodial · Custodial (securities)indirect comp

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

Recordkeeper by year2
2025ALLIANCE PENSION CONSULTANTS, LLC
2024ALLIANCE PENSION CONSULTANTS, LLC

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Administrative cost history2
2025$63,786 · 0.36%
2024$73,294 · 0.43%
Same employer
Similar plansWholesale Trade · Illinois
Headco Industries, Inc. IL$18.4M · 0.56%
Kuna Meat Company, Inc. IL$17.9M · 1.03%
Ca Fortune IL$17.7M · 0.27%
Sun Belle Inc. IL$17.5M · 0.05%
Globe Union Group, Inc. IL$17.5M · 0.17%
Carlin Group Holdco IL$17.4M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362586168 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.