Plan Ledger DOL Form 5500 · updated monthly

The Burkhart Dental Supply Co.401(k)

THE BURKHART DENTAL SUPPLY CO. PROFIT SHARING AND 401(K) PLAN AND TRUST · TACOMA, WA · plan year 2023

Reported admin expense ratio · 2023
0.04%

The Burkhart Dental Supply Co. reported $18,974 in plan administrative expenses for 2023: 0.04% of average plan assets, lower than ~75% of peers. 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 rose from 0.037% to 0.038%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other wholesale trade employers. By assets it is the 331st-largest of 1,714 plans among Washington employers on file, and the 793rd of 4,246 in wholesale trade.

Plan summary
Net assets, end of year$51,742,467
Participants with balances432
Active participants317
Employer contributions—
Employee contributions$3,052,359
Employer contribution per active participant—
Average account balance$119,774
Benefits paid to participants$6,436,820
Plan auditUnmodified (clean) audit opinion
AuditorMOSS ADAMS
Plan history3
Yearassets · accounts · employer contribution
2024$49.9M · 398 accts
2023$51.7M · 432 accts
2022$47.5M · 462 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$18,974
Total administrative$18,974
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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$18,971

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$19,547 · 0.04%
2023$18,974 · 0.04%
2022$19,711 · 0.04%
Same employer
Similar plansWholesale Trade · Washington
Metrie Inc. WA$84.9M · 0.06%
Harbor Foods Group Inc. WA$77.0M · 0.38%
Keller Supply Company WA$67.6M · 0.49%
Bargreen-Ellingson, Inc. WA$61.3M · 0.21%
Key Tronic Corporation WA$51.2M · 0.16%
Pepsi Northwest Beverages WA$51.1M · 0.01%
Bda, LLC WA$48.7M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910160050 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.