401k Record

Employers › Delta Dental of California

Delta Dental of California 401(k)

Recordkeeping fees per participant · Delta Dental of California 401(k) Plan · plan year 2024

$37.73

Higher than 34% of the 1,697 plans $250M to 1B that report it.

Source

= $160,796 / 4,262
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251008165325NAL0013895986001, received 2025-10-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008165325NAL0013895986001, received 2025-10-08

10th: $11.56median $49.9890th: $89.63

Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-08.

Cost and contributions

Administrative expenses excluding investment management, per participant

$37.73

10th: $18.52median $67.2190th: $147.71

Higher than 21% of the 2,324 plans $250M to 1B that report it.

Source

= $160,796 / 4,262
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251008165325NAL0013895986001, received 2025-10-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008165325NAL0013895986001, received 2025-10-08

Administrative expenses per participant

$69.65

10th: $27.95median $88.2590th: $203.68

Higher than 36% of the 2,405 plans $250M to 1B that report it.

Source

= $296,867 / 4,262
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251008165325NAL0013895986001, received 2025-10-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008165325NAL0013895986001, received 2025-10-08

Administrative expenses as a share of assets

0.041%

10th: 0.018%median 0.073%90th: 0.183%

Higher than 26% of the 2,407 plans $250M to 1B that report it.

Source

= $296,867 / $723,233,830
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251008165325NAL0013895986001, received 2025-10-08
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251008165325NAL0013895986001, received 2025-10-08

Employer contributions per participant

$8,721

10th: $1,169median $3,07390th: $8,346

Higher than 91% of the 2,457 plans $250M to 1B that report it.

Source

= $37,169,077 / 4,262
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251008165325NAL0013895986001, received 2025-10-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008165325NAL0013895986001, received 2025-10-08

Employer share of total contributions

48.1%

10th: 17.5%median 31.1%90th: 48.7%

Higher than 89% of the 2,459 plans $250M to 1B that report it.

Source

= $37,169,077 / $77,334,133
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251008165325NAL0013895986001, received 2025-10-08
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251008165325NAL0013895986001, received 2025-10-08

Plan terms, as stated in Delta Dental of California's SEC filings

Plan terms are not published in public filings.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251008165325NAL0013895986001, received 2025-10-08

Full record, Delta Dental of California 401(k) Plan

FieldValueSource
Plan sponsorDELTA DENTAL OF CALIFORNIAForm 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251008165325NAL0013895986001, received 2025-10-08
Plan nameDELTA DENTAL OF CALIFORNIA 401(K) PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20251008165325NAL0013895986001, received 2025-10-08
Sponsor EIN / plan number94-1461312 / 002Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251008165325NAL0013895986001, received 2025-10-08
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251008165325NAL0013895986001, received 2025-10-08
Sponsor locationSAN FRANCISCO, CAForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251008165325NAL0013895986001, received 2025-10-08
Industry (business code)621399, Health care and social assistanceForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20251008165325NAL0013895986001, received 2025-10-08
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251008165325NAL0013895986001, received 2025-10-08
Filing received2025-10-08Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251008165325NAL0013895986001, received 2025-10-08
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251008165325NAL0013895986001, received 2025-10-08
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20251008165325NAL0013895986001, received 2025-10-08
Participants, beginning of year4,573Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251008165325NAL0013895986001, received 2025-10-08
Active participants3,253Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251008165325NAL0013895986001, received 2025-10-08
Participants, end of year4,320Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251008165325NAL0013895986001, received 2025-10-08
Participants with an account balance4,262Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008165325NAL0013895986001, received 2025-10-08
Total assets, beginning of year$626,258,102Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251008165325NAL0013895986001, received 2025-10-08
Total assets, end of year$723,233,830Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251008165325NAL0013895986001, received 2025-10-08
Net assets, end of year$723,233,830Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251008165325NAL0013895986001, received 2025-10-08
Total income$159,162,545Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251008165325NAL0013895986001, received 2025-10-08
Net income$96,975,728Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251008165325NAL0013895986001, received 2025-10-08
Employer contributions$37,169,077Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251008165325NAL0013895986001, received 2025-10-08
Participant contributions$37,073,153Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251008165325NAL0013895986001, received 2025-10-08
Other contributions (incl. rollovers)$3,091,903Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251008165325NAL0013895986001, received 2025-10-08
Total contributions$77,334,133Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251008165325NAL0013895986001, received 2025-10-08
Benefit payments$61,832,777Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251008165325NAL0013895986001, received 2025-10-08
Total expenses (incl. benefit payments)$62,186,817Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251008165325NAL0013895986001, received 2025-10-08
Total administrative expenses$296,867Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251008165325NAL0013895986001, received 2025-10-08
Recordkeeping fees$160,796Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251008165325NAL0013895986001, received 2025-10-08
Investment advisory and management fees$136,071Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251008165325NAL0013895986001, received 2025-10-08
Administrative expenses excluding investment management$160,796derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251008165325NAL0013895986001, received 2025-10-08
Held in common/collective trusts$399,280,149Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251008165325NAL0013895986001, received 2025-10-08
Held in mutual funds$289,636,544Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251008165325NAL0013895986001, received 2025-10-08
Independent auditorARMANINO, LLPSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251008165325NAL0013895986001, received 2025-10-08

Position = column in the DOL layout for form year 2024. Filing 20251008165325NAL0013895986001, received 2025-10-08.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
SCHWAB RETIREMENT PLAN SERVICES INCrecordkeeperNONE 15 Recordkeeping and information management; 26 Investment advisory (participants); 50 Direct payment from the plan; 64 Recordkeeping fees $297,147no

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251008165325NAL0013895986001, received 2025-10-08.

What changed since the 2023 plan year

Figure20232024Change
Total assets$626,258,102$723,233,83015.5%
Participants with a balance4,5154,262-5.6%
Administrative expenses$280,765$296,8675.7%
Recordkeeping fees per participant$33.47$37.7312.7%
Employer contributions$36,609,084$37,169,0771.5%

Prior filing 20241009163611NAL0010847251001, received 2024-10-09; the plan years are contiguous.

Alerts, claims and corrections

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Sponsor name as filed: DELTA DENTAL OF CALIFORNIA; SEC registrant: DELTA DENTAL OF CALIFORNIA (CIK 1775168, matched by EIN).