Plan Ledger DOL Form 5500 · updated monthly

Western Dental Services, Inc.401(k)

WESTERN DENTAL SERVICES, INC. 401(K) PLAN · ORANGE, CA · plan year 2024

Reported admin expense ratio · 2024
0.30%

Western Dental Services, Inc. reported $438,744 in plan administrative expenses for 2024: 0.30% of average plan assets, higher 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 fell from 0.67% to 0.30%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 682nd-largest of 9,483 plans among California employers on file, and the 777th of 11,911 in health care & social assistance. active participation has shrunk from 7,273 to 6,152 since 2022.

Plan summary
Net assets, end of year$153,889,777
Participants with balances6,219
Active participants6,152
Employer contributions—
Employee contributions$22,749,563
Employer contribution per active participant—
Average account balance$24,745
Benefits paid to participants$22,785,290
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$153.9M · 6,219 accts
2023$141.9M · 7,027 accts
2022$113.1M · 6,912 accts · $3K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$438,724
Total administrative$438,744
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
VOYA INSTITUTIONAL PLAN SERVICES · Loan processing$455,607
MORGAN STANLEY · Investment advisory (participants)$127,538

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$438,744 · 0.30%
2023$951,966 · 0.75%
2022$735,481 · 0.67%
Same employer
Similar plansHealth Care & Social Assistance · California
Marshall Medical Center CA$160.7M · 0.16%
Bass Medical Group, Inc. CA$160.0M · 0.17%
Aids Healthcare Foundation CA$158.6M · 0.13%
Humangood Norcal CA$157.8M · 0.14%
Grail, LLC CA$150.6M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330065869 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.