Retirement plan

RICHARD S. YOON, DMD, INC. RETIREMENT PLAN

Name: RICHARD S. YOON, DMD, INC. - RICHARD S. YOON, DMD, INC. RETIREMENT PLAN (2025) Form 5500
Creator: RICHARD S. YOON, DMD, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RICHARD S. YOON, DMD, INC. RETIREMENT PLAN, RICHARD S. YOON, DMD, INC.

RICHARD S. YOON, DMD, INC.EIN 20-2237325Plan #001PY 2025

957 FAULKNER RD., SUITE 104 - SANTA PAULA, CA 93060213-200-5529

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$304K

+54.0% from 2024

Total participants

+22.2% from 2024

Average account balance

$50,599

+54.0% from 2024

Annual return

15.56%

-19.36 pp from 2024

Benchmarks

See 45,380 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort45,380 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$304K

Not enough data

1 years with asset history on file

Average account balance

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

$51K

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.

28.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$76K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+15.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$135

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 codes2G2J2T3D

Plan features

2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all 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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$808

$38 / participant

Other / not subdivided$808100.0%

% of EOY assets

0.266%

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

$50,599

$185,312-72.7%

$161,489-68.7%

$154,746-67.3%

Participation rate

23.8%

82.5%-58.7pp

78.7%-54.9pp

80.7%-56.9pp

Annual return

15.56%

103.84%-88.3pp

89.72%-74.2pp

172.34%-156.8pp

Employer contribution / active EE

$1,112

$4,769-76.7%

$4,268-73.9%

$4,379-74.6%

Participant deferral / active EE

$2,496

$6,350-60.7%

$5,630-55.7%

$6,730-62.9%

Admin fee / account holder

$135

$18,654-99.3%

$16,006-99.2%

$14,365-99.1%

RICHARD S. YOON, DMD, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RICHARD S. YOON, DMD, INC. RETIREMENT 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