Plan Ledger DOL Form 5500 · updated monthly

Signature Dental Partners LLC401(k)

SIGNATURE DENTAL PARTNERS LLC 401(K) PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
1.11%

Signature Dental Partners LLC reported $92,836 in plan administrative expenses for 2024: 1.11% 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 3 years on file its reported administrative ratio has held roughly steady near 1.11%. 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 the 611th-largest of 1,285 plans among Arizona employers on file, and the 5,864th of 11,911 in health care & social assistance. active participation has grown from 600 to 774 since 2022.

Plan summary
Net assets, end of year$9,515,764
Participants with balances910
Active participants774
Employer contributions—
Employee contributions$3,170,537
Employer contribution per active participant—
Average account balance$10,457
Benefits paid to participants$1,901,467
Plan auditUnmodified (clean) audit opinion
AuditorFORVIS LLP
Plan history3
Yearassets · accounts · employer contribution
2024$9.5M · 910 accts
2023$7.2M · 776 accts
2022$4.1M · 665 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,779
Investment management$74,057
Total administrative$92,836
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
ADP, INC. · Recordkeeping$54,048
CYPRESS WEALTH SERVICES · Recordkeeping · Trustee$38,788

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

Recordkeeper by year2
2024ADP, CYPRESS WEALTH SERVICES
2023ADP, CYPRESS WEALTH SERVICES, WATTS GWILLIAM & COMPANY

This plan has changed recordkeepers within these filings. If you left Signature Dental Partners LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$92,836 · 1.11%
2023$69,879 · 1.24%
2022$39,901 · 1.09%
Similar plansHealth Care & Social Assistance · Arizona
People of Faith Inc. AZ$10.0M · 0.26%
Millenium Vision, Inc. AZ$9.7M · 0.76%
The Joint Corp. AZ$9.5M · 0.04%
The Guidance Center, Inc. AZ$9.0M · 0.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 820986877 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.