Plan Ledger DOL Form 5500 · updated monthly

Willamette Dental Group, P.C.401(k)

WILLAMETTE DENTAL GROUP, P.C. 401(K) SAVINGS PLAN · HILLSBORO, OR · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Willamette Dental Group, P.C. reported $207,485 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. Employer contributions averaged $3,639 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 0.09% to 0.12%. 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 64th-largest of 1,021 plans among Oregon employers on file, and the 685th of 11,911 in health care & social assistance. In 2024, employees put in $1.93 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$182,004,224
Participants with balances1,412
Active participants1,183
Employer contributions$4,304,473
Employee contributions$8,299,374
Employer contribution per active participant$3,639
Average account balance$128,898
Benefits paid to participants$15,180,995
Plan auditUnmodified (clean) audit opinion
AuditorPERKINS & COMPANY, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$182.0M · 1,412 accts · $4.3M emplr
2023$161.3M · 1,437 accts · $4.5M emplr
2022$134.2M · 1,389 accts · $4.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$173,760
Total administrative$207,485
The Willamette Dental Group, P.C. 401(k) match · 2024
Employer contribution per active participant$3,639
Median for plans this size$3,635
2024$3,639 per active participant
2023$3,655 per active participant
2022$3,497 per active participant

Willamette Dental Group, P.C.'s 2024 employer contribution ran above 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 · 20245
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$141,009
HYAS GROUP · Pension consulting$33,725
PERKINS & COMPANY PC · Accounting / audit$16,750
WILLAMETTE DENTAL GROUP · Investment advisory (plan)$16,000
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp

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$207,485 · 0.12%
2023$135,070 · 0.09%
2022$135,223 · 0.09%
Similar plansHealth Care & Social Assistance · Oregon
Samaritan Health Services OR$703.3M · 0.07%
The Oregon Clinic, P.C. OR$360.0M · 0.06%
The Corvallis Clinic, P.C. OR$124.5M · 0.10%
Tuality Healthcare OR$120.4M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930699253 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.