Plan Ledger DOL Form 5500 · updated monthly

Sage Dental Management, LLC401(k)

SAGE DENTAL 401(K) PLAN · BOCA RATON, FL · plan year 2024

Reported admin expense ratio · 2024
0.97%

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

Sage Dental Management, LLC reported $131,337 in plan administrative expenses for 2024: 0.97% of average plan assets, higher than ~90% of peers. Employer contributions averaged $3 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 rose from 0.62% to 0.97%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,331st-largest of 3,644 plans among Florida employers on file, and the 4,350th of 11,911 in health care & social assistance. In 2024, employees put in $959.96 for every $1.00 the employer contributed; active participation has grown from 924 to 1,688 since 2022.

Plan summary
Net assets, end of year$15,721,897
Participants with balances1,395
Active participants1,688
Employer contributions$4,279
Employee contributions$4,107,670
Employer contribution per active participant$3
Average account balance$11,270
Benefits paid to participants$1,833,484
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.7M · 1,395 accts · $4K emplr
2023$11.3M · 1,113 accts
2022$7.6M · 1,145 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$93,198
Investment management$38,139
Total administrative$131,337
The Sage Dental Management, LLC 401(k) match · 2024
Employer contribution per active participant$3
Median for plans this size$2,416

Sage Dental Management, LLC's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$93,198
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$32,011
MML INVESTOR SERVICES LLC · Investment advisory (plan)$5,129

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$131,337 · 0.97%
2023$70,797 · 0.75%
2022$47,194 · 0.62%
Same employer
Similar plansHealth Care & Social Assistance · Florida
Healthmap Solutions, Inc. FL$16.1M · 0.52%
Medical Home Alliance, LLC FL$15.9M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 134216896 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.