Plan Ledger DOL Form 5500 · updated monthly

Ume Dental Growth, LLC401(k)

UME DENTAL GROWTH, LLC 401(K) PLAN · NAMPA, ID · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Ume Dental Growth, LLC reported $18,483 in plan administrative expenses for 2024: 0.33% of average plan assets, below the peer median. Employer contributions averaged $1,966 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.

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 Idaho (215th of 349), and 7,192nd of 11,911 in health care & social assistance. In 2024, employees put in $2.10 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,321,982
Participants with balances176
Active participants153
Employer contributions$300,777
Employee contributions$631,031
Employer contribution per active participant$1,966
Average account balance$35,920
Benefits paid to participants$286,426
Plan auditQualified audit opinion
AuditorCOOPER NORMAN PLLC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,950
Investment management$3,533
Total administrative$18,483
The Ume Dental Growth, LLC 401(k) match · 2024
Employer contribution per active participant$1,966
Median for plans this size$1,313

Ume Dental Growth, LLC's 2024 employer contribution ran above 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$14,950

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

Administrative cost history1
2024$18,483 · 0.33%
Similar plansHealth Care & Social Assistance · Idaho
Health Services, LLC ID$7.1M · 0.50%
Idaho Youth Ranch, Inc. ID$5.4M · 1.74%

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Source: U.S. Department of Labor, Form 5500 series, EIN 814234954 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.