Retirement plan

GLENWOOD DENTAL ASSOCIATES, LLP 401(K) PROFIT SHARING PLAN & TRUST

Name: GLENWOOD DENTAL ASSOCIATES, LLP - GLENWOOD DENTAL ASSOCIATES, LLP 401(K) PROFIT SHARING PLAN & TRUST (2019) Form 5500
Creator: GLENWOOD DENTAL ASSOCIATES, LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GLENWOOD DENTAL ASSOCIATES, LLP 401(K) PROFIT SHARING PLAN & TRUST, GLENWOOD DENTAL ASSOCIATES, LLP

GLENWOOD DENTAL ASSOCIATES, LLPEIN 01-0551477Plan #002PY 2019

17 W. GLENWOOD AVENUE - SMYRNA, DE 19977302-653-5011

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.3M

-26.5% from 2018

Total participants

0.0% from 2018

Average account balance

$188,078

-26.5% from 2018

Annual return

15.31%

+20.76 pp from 2018

Benchmarks

See 104,325 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,325 peers

Snapshot2019

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$3.12M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$347K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

128.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$81K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.64%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$14999

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

See the 10-year trajectory. $4.99 for your first month.

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Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E3D2H2J2T2F

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$1.5M

$122391 / participant

Other / not subdivided$1M100.0%

% of EOY assets

65.074%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$188,078

$202,318-7.0%

$172,739+8.9%

$152,861+23.0%

Participation rate

100.0%

87.1%+12.9pp

82.6%+17.4pp

82.4%+17.6pp

Annual return

15.31%

1029.65%-1014.3pp

802.84%-787.5pp

345.32%-330.0pp

Employer contribution / active EE

$4,840

$5,856-17.4%

$5,143-5.9%

$4,762+1.6%

Participant deferral / active EE

$10,637

$5,948+78.8%

$5,198+104.6%

$5,850+81.8%

Admin fee / account holder

$122,391

$17,109+615.4%

$13,954+777.1%

$11,596+955.4%

GLENWOOD DENTAL ASSOCIATES, LLP 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GLENWOOD DENTAL ASSOCIATES, LLP 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion