Plan Ledger DOL Form 5500 · updated monthly

Smilebuilderz, LLC401(k)

SMILEBUILDERZ, LLC 401(K) PLAN · LANCASTER, PA · plan year 2024

Reported admin expense ratio · 2024
1.15%

Smilebuilderz, LLC reported $42,603 in plan administrative expenses for 2024: 1.15% 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 2 years on file its reported administrative ratio rose from 1.01% to 1.15%. 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 Pennsylvania (2,990th of 3,651), and 8,426th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$4,183,733
Participants with balances213
Active participants192
Employer contributions—
Employee contributions$535,195
Employer contribution per active participant—
Average account balance$19,642
Benefits paid to participants$79,016
Plan auditUnmodified (clean) audit opinion
AuditorSIMON LEVER LLC
Plan history3
Yearassets · accounts · employer contribution
2024$4.2M · 213 accts
2023$3.3M · 184 accts
2022$2.5M · 138 accts · $25K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$42,603
Total administrative$42,603
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 · 20241
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$1,458

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$42,603 · 1.15%
2023$30,880 · 1.06%
2022$26,729 · 1.01%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Action Housing, Inc. PA$4.2M · 0.40%
Hopephl PA$4.2M · 0.11%
The Alliance Home PA$4.2M · 0.05%
Little Flower Manor, Inc. PA$4.2M · 0.22%
Fairmount Long Term Care PA$4.1M · 0.67%
Adagio Health, Inc. PA$4.1M · 1.79%

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Source: U.S. Department of Labor, Form 5500 series, EIN 203167069 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.