Plan Ledger DOL Form 5500 · updated monthly

Southeast Dental Partners, LLC401(k)

SOUTHEAST DENTAL PARTNERS, LLC 401(K) PLAN · CORNELIUS, NC · plan year 2022

Reported admin expense ratio · 2022
1.45%

Southeast Dental Partners, LLC reported $6,704 in plan administrative expenses for 2022: 1.45% of average plan assets, above the peer median. 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in North Carolina (1,935th of 2,005), and 11,304th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$547,299
Participants with balances70
Active participants128
Employer contributions—
Employee contributions$290,974
Employer contribution per active participant—
Average account balance$7,819
Benefits paid to participants$51,868
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$5,784
Investment management$720
Total administrative$6,704
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$6,704 · 1.45%
Same employer
Similar plansHealth Care & Social Assistance · North Carolina
Sunrise Home Care Inc NC$382K · 1.94%
Keneri, LLC NC$371K · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 471402184 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.