Plan Ledger DOL Form 5500 · updated monthly

Versant Dental, PLLC401(k)

VERSANT DENTAL 401(K) RETIREMENT SAVINGS PLAN · LEXINGTON, KY · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Versant Dental, PLLC reported $42,954 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $1,803 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 1 year on file its reported administrative ratio rose from 0.12% to 0.33%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 369th-largest of 871 plans among Kentucky employers on file, and the 4,552nd of 11,911 in health care & social assistance. In 2024, employees put in $2.52 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,712,015
Participants with balances106
Active participants120
Employer contributions$216,372
Employee contributions$544,235
Employer contribution per active participant$1,803
Average account balance$138,793
Benefits paid to participants$439,288
Plan auditUnmodified (clean) audit opinion
AuditorFALKNER, KING & WENZ, PSC
Plan history2
Yearassets · accounts · employer contribution
2024$14.7M · 106 accts · $216K emplr
2023$11.2M · 108 accts · $192K emplr
The Versant Dental, PLLC 401(k) match · 2024
Employer contribution per active participant$1,803
Median for plans this size$2,416
2024$1,803 per active participant
2023$1,369 per active participant

Versant Dental, PLLC's 2024 employer contribution ran below the $2,416 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
WILSHIRE ASSOCIATES, INC. (USA) · Investment advisory (participants)$2,547

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history2
2024$42,954 · 0.33%
2023$13,642 · 0.12%
Same employer
Similar plansHealth Care & Social Assistance · Kentucky
One Pediatrics, PLLC KY$15.5M · 0.25%
Russell County Hospital KY$15.0M · 0.70%
Commonwealth Dental Group KY$14.6M · 0.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 920735819 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.