Plan Ledger DOL Form 5500 · updated monthly

So. Cal. Dental Partners, Inc.401(k)

SO. CAL. DENTAL PARTNERS, INC. RETIREMENT PLAN · LAKE FOREST, CA · plan year 2024

Reported admin expense ratio · 2024
0.87%

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

So. Cal. Dental Partners, Inc. reported $30,990 in plan administrative expenses for 2024: 0.87% of average plan assets, higher than ~75% of peers. Employer contributions averaged $262 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 fell from 0.93% to 0.87%. 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 California (7,415th of 9,483), and 8,597th of 11,911 in health care & social assistance. In 2024, employees put in $13.05 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,932,615
Participants with balances163
Active participants123
Employer contributions$32,220
Employee contributions$420,331
Employer contribution per active participant$262
Average account balance$24,126
Benefits paid to participants$440,660
Plan auditUnmodified (clean) audit opinion
AuditorCPA AUDIT GROUP
Plan history3
Yearassets · accounts · employer contribution
2024$3.9M · 163 accts · $32K emplr
2023$3.2M · 171 accts · $32K emplr
2022$2.5M · 152 accts · $39K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,799
Investment management$18,191
Total administrative$30,990
The So. Cal. Dental Partners, Inc. 401(k) match · 2024
Employer contribution per active participant$262
Median for plans this size$1,313
2024$262 per active participant
2023$255 per active participant
2022$306 per active participant

So. Cal. Dental Partners, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20244
OSAIC WEALTH INC · Investment advisory (plan)$14,227
WOODBURY FINANCIAL SERVICES INC · Investment advisory (plan)$2,541
EMPOWER ADVISORY GROUP, LLC · Investment management$1,423

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$30,990 · 0.87%
2023$24,576 · 0.86%
2022$25,776 · 0.93%
Similar plansHealth Care & Social Assistance · California
Community Action Marin CA$4.0M · 0.85%
Gallaher Companies LLC CA$3.9M · 0.19%
Pathways La CA$3.9M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 223872991 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.