Plan Ledger DOL Form 5500 · updated monthly

Straine Dental Management LLC401(k)

STRAINE DENTAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST · SACRAMENTO, CA · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Straine Dental Management LLC reported $63,483 in plan administrative expenses for 2024: 0.46% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,568 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 0.54% to 0.46%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 4,216th-largest of 9,483 plans among California employers on file, and 6,326th of 11,654 in professional & technical services. In 2024, employees put in $1.92 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,082,094
Participants with balances538
Active participants710
Employer contributions$1,113,581
Employee contributions$2,138,852
Employer contribution per active participant$1,568
Average account balance$29,892
Benefits paid to participants$1,421,034
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$16.1M · 538 accts · $1.1M emplr
2023$11.5M · 389 accts · $967K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,431
Investment management$38,192
Trustee / custodial$860
Total administrative$63,483
The Straine Dental Management LLC 401(k) match · 2024
Employer contribution per active participant$1,568
Median for plans this size$2,416
2024$1,568 per active participant
2023$1,521 per active participant

Straine Dental Management LLC's 2024 employer contribution ran below the $2,416 median for plans its size. 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 · 20242
PAYCHEX, INC. · Contract administrator · Recordkeeping$24,273
WELLS FARGO ADVISORS · Investment advisory (participants)$38,192

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

Recordkeeper by year2
2024Paychex
2023Paychex, Wells Fargo

This plan has changed recordkeepers within these filings. If you left Straine Dental Management LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$63,483 · 0.46%
2023$50,953 · 0.54%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 874435173 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.