Retirement plan

KERZNER ORTHODONTICS PC 401(K) PROFIT SHARING PLAN AND TRUST

Name: KERZNER ORTHODONTICS PC - KERZNER ORTHODONTICS PC 401(K) PROFIT SHARING PLAN AND TRUST (2025) Form 5500
Creator: KERZNER ORTHODONTICS PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KERZNER ORTHODONTICS PC 401(K) PROFIT SHARING PLAN AND TRUST, KERZNER ORTHODONTICS PC

KERZNER ORTHODONTICS PCEIN 20-5914436Plan #003PY 2025

4905 OLD ORCHARD CENTER - SKOKIE, IL 60077262-657-2060kerznerortho.comLinkedIn11-50 employeeshospital & health care

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$7.2M

+16.4% from 2024

Total participants

+8.3% from 2024

Average account balance

$554,199

+7.5% from 2024

Annual return

14.46%

+5.06 pp from 2024

Benchmarks

See 18,863 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort18,863 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.20M

Not enough data

1 years with asset history on file

Average account balance

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

$554K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$122K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+14.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$554,199

$227,399+143.7%

$189,758+192.1%

$198,609+179.0%

Participation rate

100.0%

84.0%+16.0pp

79.8%+20.2pp

82.4%+17.6pp

Annual return

14.46%

61.03%-46.6pp

52.62%-38.2pp

202.70%-188.2pp

Employer contribution / active EE

$4,843

$5,526-12.4%

$4,767+1.6%

$5,055-4.2%

Participant deferral / active EE

$8,720

$6,837+27.5%

$5,856+48.9%

$6,977+25.0%

Admin fee / account holder

$25,162-100.0%

$20,388-100.0%

$19,030-100.0%

KERZNER ORTHODONTICS PC 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

KERZNER ORTHODONTICS PC 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion