Retirement plan

LLEWELLYN DENTAL ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN

Name: LLEWELLYN DENTAL ASSOCIATES, P.A. - LLEWELLYN DENTAL ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: LLEWELLYN DENTAL ASSOCIATES, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LLEWELLYN DENTAL ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN, LLEWELLYN DENTAL ASSOCIATES, P.A.

LLEWELLYN DENTAL ASSOCIATES, P.A.EIN 22-2902056Plan #002PY 2025

395 PLEASANT VALLEY WAY - WEST ORANGE, NJ 07052973-325-9065

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$188K

+15.5% from 2024

Total participants

+33.3% from 2024

Average account balance

$62,681

+15.5% from 2024

Annual return

15.50%

-11.77 pp from 2024

Benchmarks

See 79,137 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort79,137 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$188K

Not enough data

1 years with asset history on file

Average account balance

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

$63K

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.

75.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$663

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 codes2E2H2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

$2K

$497 / participant

Other / not subdivided$2K100.0%

% of EOY assets

1.057%

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

$62,681

$172,111-63.6%

$150,298-58.3%

$137,256-54.3%

Participation rate

75.0%

81.7%-6.7pp

77.8%-2.8pp

80.0%-5.0pp

Annual return

15.50%

69.37%-53.9pp

62.79%-47.3pp

220.34%-204.8pp

Employer contribution / active EE

$4,636-100.0%

$4,154-100.0%

$4,156-100.0%

Participant deferral / active EE

$6,166-100.0%

$5,453-100.0%

$6,407-100.0%

Admin fee / account holder

$663

$16,471-96.0%

$14,116-95.3%

$12,270-94.6%

LLEWELLYN DENTAL ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LLEWELLYN DENTAL ASSOCIATES, P.A. 401(K) PROFIT SHARING 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