Retirement plan

ENDODONTICS LIMITED, INC. 401(K) PLAN

Name: ENDODONTICS LIMITED, INC. - ENDODONTICS LIMITED, INC. 401(K) PLAN (2017) Form 5500
Creator: ENDODONTICS LIMITED, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ENDODONTICS LIMITED, INC. 401(K) PLAN, ENDODONTICS LIMITED, INC.

ENDODONTICS LIMITED, INC.EIN 20-0719463Plan #002PY 2017

25111 COUNTRY CLUB BLVD., SUITE 201 - NORTH OLMSTED, OH 440705329440-686-3636

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.2M

+18.3% from 2016

Total participants

+20.0% from 2016

Average account balance

$201,225

-3.2% from 2016

Annual return

11.39%

+9.98 pp from 2016

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$4.20M

Not enough data

1 years with asset history on file

Average account balance

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

$381K

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.

110.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$113K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+12.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1714

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

Free accounts unlock saves, downloads, and 3-year history.

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

$16K

$1476 / participant

Other / not subdivided$16K100.0%

% of EOY assets

0.733%

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: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$201,225

$198,457+1.4%

$170,435+18.1%

$147,586+36.3%

Participation rate

90.9%

88.0%+2.9pp

83.6%+7.3pp

82.8%+8.1pp

Annual return

11.39%

257.30%-245.9pp

205.94%-194.5pp

578.59%-567.2pp

Employer contribution / active EE

$7,635

$6,183+23.5%

$5,432+40.5%

$4,876+56.6%

Participant deferral / active EE

$4,216

$5,629-25.1%

$4,939-14.6%

$5,439-22.5%

Admin fee / account holder

$1,476

$16,852-91.2%

$13,881-89.4%

$10,886-86.4%

ENDODONTICS LIMITED, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ENDODONTICS LIMITED, INC. 401(K) PLAN

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