Plan Ledger DOL Form 5500 · updated monthly

The Super Dentists, Inc.401(k)

SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TH · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.37%

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

The Super Dentists, Inc. reported $28,906 in plan administrative expenses for 2024: 0.37% of average plan assets, below the peer median. Employer contributions averaged $1,058 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 2 years on file its reported administrative ratio rose from 0.34% to 0.37%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (5,832nd of 9,483), and 6,165th of 11,911 in health care & social assistance. In 2024, employees put in $1.56 for every $1.00 the employer contributed; active participation has grown from 195 to 216 since 2022.

Plan summary
Net assets, end of year$8,693,019
Participants with balances151
Active participants216
Employer contributions$228,436
Employee contributions$355,821
Employer contribution per active participant$1,058
Average account balance$57,570
Benefits paid to participants$176,284
Plan auditUnmodified (clean) audit opinion
AuditorSOREN MCADAM LLP
Plan history3
Yearassets · accounts · employer contribution
2024$8.7M · 151 accts · $228K emplr
2023$6.9M · 147 accts · $210K emplr
2022$5.7M · 137 accts · $167K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,004
Investment management$19,902
Total administrative$28,906
The The Super Dentists, Inc. 401(k) match · 2024
Employer contribution per active participant$1,058
Median for plans this size$1,313
2024$1,058 per active participant
2023$1,063 per active participant
2022$854 per active participant

The Super Dentists, Inc.'s 2024 employer contribution ran below the $1,313 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
GOLDEN STATE WEALTH MANAGEMENT LLC · Recordkeeping · Pension consulting$19,667
ADP, INC. · Loan processing · Recordkeeping$9,238

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

Recordkeeper by year2
2024ADP, GOLDEN STATE WEALTH MANAGEMENT LLC
2023ADP, GOLDEN STATE WEALTH MANAGEMENT LLC

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$28,906 · 0.37%
2023$22,913 · 0.36%
2022$21,023 · 0.34%
Similar plansHealth Care & Social Assistance · California
Homebridge, Inc. CA$8.8M · 0.08%
Jane Technologies Inc. CA$8.7M · 0.05%
Rubicon Programs, Inc. CA$8.6M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 270148775 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.