Plan Ledger DOL Form 5500 · updated monthly

Smile Doctors, LLC401(k)

SMILE DOCTORS RETIREMENT PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Smile Doctors, LLC reported $145,366 in plan administrative expenses for 2024: 0.34% of average plan assets, above the peer median. Employer contributions averaged $304 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 0.24% to 0.34%. 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 1,035th-largest of 5,688 plans among Texas employers on file, and the 1,827th of 11,911 in health care & social assistance. In 2024, employees put in $8.41 for every $1.00 the employer contributed; active participation has grown from 3,002 to 3,668 since 2022.

Plan summary
Net assets, end of year$51,516,373
Participants with balances1,580
Active participants3,668
Employer contributions$1,114,638
Employee contributions$9,369,614
Employer contribution per active participant$304
Average account balance$32,605
Benefits paid to participants$2,482,012
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$51.5M · 1,580 accts · $1.1M emplr
2023$34.9M · 1,378 accts · $857K emplr
2022$17.8M · 1,146 accts · $965K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$128,929
Audit (IQPA)$7,383
Trustee / custodial$9,054
Total administrative$145,366
The Smile Doctors, LLC 401(k) match · 2024
Employer contribution per active participant$304
Median for plans this size$2,416
2024$304 per active participant
2023$250 per active participant
2022$321 per active participant

Smile Doctors, 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
AMERITAS LIFE INSURANCE CORP · Claims processing · Contract administrator$128,928
CHARLES SCHWAB BANK · Custodial (securities) · Loan processing$9,054
BAKER TILLY VIRCHOW KRAUSE, LLP · Accounting / audit$7,383

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

Recordkeeper by year2
2024Ameritas
2023Ameritas

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$145,366 · 0.34%
2023$49,282 · 0.19%
2022$30,612 · 0.24%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Hospitalists Now, Inc. TX$55.3M · 0.02%
Inform Diagnostics, Inc. TX$54.3M · 0.06%
Disa Global Solutions, Inc. TX$50.5M · 0.39%
Healthtronics Group, LP TX$50.4M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 473435755 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.