Plan Ledger DOL Form 5500 · updated monthly

Wilson & Martino Dental, PLLC401(k)

WILSON & MARTINO DENTAL, PLLC 401(K) PROFIT SHARING PLAN · BRIDGEPORT, WV · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Wilson & Martino Dental, PLLC reported $14,899 in plan administrative expenses for 2024: 0.14% of average plan assets, below the peer median. Employer contributions averaged $3,770 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 0.11% to 0.14%. 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 128th-largest of 265 plans among West Virginia employers on file, and the 5,257th of 11,911 in health care & social assistance. In 2024, employees put in $1.25 for every $1.00 the employer contributed; active participation has grown from 75 to 84 since 2022.

Plan summary
Net assets, end of year$11,594,905
Participants with balances115
Active participants84
Employer contributions$316,692
Employee contributions$394,598
Employer contribution per active participant$3,770
Average account balance$100,825
Benefits paid to participants$321,097
Plan auditUnmodified (clean) audit opinion
AuditorH2R CPA
Plan history3
Yearassets · accounts · employer contribution
2024$11.6M · 115 accts · $317K emplr
2023$10.0M · 111 accts · $305K emplr
2022$8.0M · 105 accts · $277K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,899
Total administrative$14,899
The Wilson & Martino Dental, PLLC 401(k) match · 2024
Employer contribution per active participant$3,770
Median for plans this size$2,416
2024$3,770 per active participant
2023$3,762 per active participant
2022$3,690 per active participant

Wilson & Martino Dental, PLLC's 2024 employer contribution ran above 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 · 20241
DPB&Z, INC · Other servicesindirect 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$14,899 · 0.14%
2023$12,500 · 0.14%
2022$9,743 · 0.11%
Similar plansHealth Care & Social Assistance · West Virginia
Commercial Holdings, LLC WV$12.0M · 0.80%
Fmrs Health Systems, Inc. WV$10.0M · 0.51%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 134242960 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.