Plan Ledger DOL Form 5500 · updated monthly

Scott E. Sayre, D.D.S., Inc.401(k)

SCOTT E. SAYRE, D.D.S., INC. PROFIT SHARING PLAN · CINCINNATI, OH · plan year 2024

Reported admin expense ratio · 2024
0.70%

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

Scott E. Sayre, D.D.S., Inc. reported $50,233 in plan administrative expenses for 2024: 0.70% of average plan assets, above the peer median. Employer contributions averaged $2,284 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 0.47% to 0.70%. 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 Ohio (2,211th of 3,295), and 6,508th of 11,911 in health care & social assistance. In 2024, employees put in $1.64 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,878,619
Participants with balances161
Active participants135
Employer contributions$308,393
Employee contributions$505,477
Employer contribution per active participant$2,284
Average account balance$48,936
Benefits paid to participants$137,362
Plan auditUnmodified (clean) audit opinion
AuditorBARNES DENNIG & CO LTD
Plan history3
Yearassets · accounts · employer contribution
2024$7.9M · 161 accts · $308K emplr
2023$6.5M · 155 accts · $299K emplr
2022$4.9M · 139 accts · $268K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,550
Investment management$31,683
Total administrative$50,233
The Scott E. Sayre, D.D.S., Inc. 401(k) match · 2024
Employer contribution per active participant$2,284
Median for plans this size$1,313
2024$2,284 per active participant
2023$2,355 per active participant
2022$2,180 per active participant

Scott E. Sayre, D.D.S., Inc.'s 2024 employer contribution ran above 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.

Administrative cost history3
2024$50,233 · 0.70%
2023$45,221 · 0.79%
2022$23,531 · 0.47%
Similar plansHealth Care & Social Assistance · Ohio
The McGregor Foundation OH$8.2M · 0.88%
Community Action Wayne OH$8.2M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311010871 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.