Plan Ledger DOL Form 5500 · updated monthly

Ultradent Products, Inc.401(k)

ULTRADENT PRODUCTS, INC. 401(K) PLAN · SOUTH JORDAN, UT · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Ultradent Products, Inc. reported $212,167 in plan administrative expenses for 2024: 0.21% of average plan assets, above the peer median. Employer contributions averaged $2,534 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 fell from 0.30% to 0.21%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 75th-largest of 848 plans among Utah employers on file, and the 1,769th of 13,661 in manufacturing. In 2024, employees put in $2.09 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$110,193,335
Participants with balances1,348
Active participants1,341
Employer contributions$3,398,704
Employee contributions$7,097,210
Employer contribution per active participant$2,534
Average account balance$81,746
Benefits paid to participants$7,173,468
Plan auditUnmodified (clean) audit opinion
AuditorJONES SIMKINS LLC.
Plan history3
Yearassets · accounts · employer contribution
2024$110.2M · 1,348 accts · $3.4M emplr
2023$94.5M · 1,304 accts · $3.3M emplr
2022$77.3M · 1,351 accts · $3.5M emplr
Administrative expenses, itemized · 2024
Investment management$220,322
Total administrative$212,167
The Ultradent Products, Inc. 401(k) match · 2024
Employer contribution per active participant$2,534
Median for plans this size$3,635
2024$2,534 per active participant
2023$2,628 per active participant
2022$2,426 per active participant

Ultradent Products, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20243
SOLTIS INVESTMENT ADVISORS LLC · Investment advisory (participants) · Investment advisory (plan)$192,629
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$34,824
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$27,693

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$212,167 · 0.21%
2023$249,935 · 0.29%
2022$242,925 · 0.30%
Same employer
Similar plansManufacturing · Utah
Varex Imaging Corporation UT$163.9M · 0.09%
Usana Health Sciences, Inc. UT$126.3M · 0.17%
Campbell Scientific, Inc. UT$107.2M · 0.71%
Young Electric Sign Company UT$106.3M · 0.16%
Thatcher Group, Inc. UT$100.8M · 0.17%
Js&S (Water Holdings) Inc. UT$95.9M · 0.28%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 870336957 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.