Plan Ledger DOL Form 5500 · updated monthly

Sga Dental Partners Opco LLC401(k)

SGA DENTAL PARTNERS OPCO LLC 401(K) PROFIT SHARING PLAN · RICHMOND HILL, GA · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Sga Dental Partners Opco LLC reported $54,953 in plan administrative expenses for 2024: 0.46% of average plan assets, above the peer median. Employer contributions averaged $0 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 1 year on file its reported administrative ratio fell from 0.55% to 0.46%. 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 1,042nd-largest of 2,160 plans among Georgia employers on file, and the 4,637th of 11,911 in health care & social assistance. active participation has grown from 652 to 1,396 since 2022.

Plan summary
Net assets, end of year$14,227,559
Participants with balances771
Active participants1,396
Employer contributions$0
Employee contributions$3,211,867
Employer contribution per active participant$0
Average account balance$18,453
Benefits paid to participants$650,384
Plan auditUnmodified (clean) audit opinion
AuditorSYMPHONA LLP
Plan history3
Yearassets · accounts · employer contribution
2024$14.2M · 771 accts
2023$9.8M · 769 accts
2022$4.8M · 852 accts · $92K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,868
Investment management$45,085
Total administrative$54,953
The Sga Dental Partners Opco LLC 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416

Sga Dental Partners Opco 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
CAMBRIDGE INVESTMENT RESEARCH INC · Investment advisory (plan)$45,085
CAPITAL GROUP RETIREMENT PLAN SVCS. · Trustee (directed) · Other services$5,406
SIEGEL ACTUARIAL CONSULTANTS, INC. · Contract administrator$4,462

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$54,953 · 0.46%
2023$40,521 · 0.55%
2022Not separately reported
Same employer
Similar plansHealth Care & Social Assistance · Georgia
US Carenet, Inc GA$15.4M · 0.06%
Medcare South, LLC GA$15.4M · 0.73%
Medlink Georgia, Inc. GA$14.0M · 0.52%
Ermi LLC GA$13.5M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 824860963 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.