Plan Ledger DOL Form 5500 · updated monthly

Suman Ramakumar DDS Inc. dba Acc401(k)

ACCU DENTAL & ORTHODONTICS 401 (K) PLAN · SANTA CLARASANTA CLA, CA · plan year 2023

Reported admin expense ratio · 2023
2.26%

Suman Ramakumar DDS Inc. dba Acc reported $21,021 in plan administrative expenses for 2023: 2.26% 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.

Across the 1 year on file its reported administrative ratio rose from 0.60% to 2.26%. The plan sits in the under $1M size bracket, benchmarked here against 1,192 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (8,821st of 9,483), and 10,887th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$1,031,828
Participants with balances81
Active participants95
Employer contributions—
Employee contributions$173,198
Employer contribution per active participant—
Average account balance$12,739
Benefits paid to participants$78,039
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$1.0M · 81 accts
2022$828K · 122 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$21,021
Total administrative$21,021
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
ADP, INC. · Loan processing · Recordkeeping$21,020

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

Administrative cost history2
2023$21,021 · 2.26%
2022$5,259 · 0.60%
Similar plansHealth Care & Social Assistance · California
Inland Respite, Inc. CA$1.0M · 1.63%
The Teen Project Inc CA$1.0M · 0.50%
MD Tox Laboratory CA$1.0M · 0.33%
Ashmore Dental Group Corp CA$993K · 2.27%

Why are you looking at this plan?

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Source: U.S. Department of Labor, Form 5500 series, EIN 264315323 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.