Retirement plan

CATSKILL DENTAL CARE, PC 401K PLAN

Name: CATSKILL DENTAL CARE, P.C. (PENSION) - CATSKILL DENTAL CARE, PC 401K PLAN (2024) Form 5500
Creator: CATSKILL DENTAL CARE, P.C. (PENSION)
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CATSKILL DENTAL CARE, PC 401K PLAN, CATSKILL DENTAL CARE, P.C. (PENSION)

CATSKILL DENTAL CARE, P.C. (PENSION)EIN 26-0029511Plan #001PY 2024

132 JEFFERSON HEIGHTS - CATSKILL, NY 12414518-943-0920catskilldentalcare.comLinkedIn1-10 employeeshigher education

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.9M

+9.9% from 2023

Total participants

+10.5% from 2023

Average account balance

$153,671

+9.9% from 2023

Annual return

12.16%

-4.22 pp from 2023

Benchmarks

See 109,389 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,389 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.92M

Not enough data

1 years with asset history on file

Average account balance

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

$154K

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.

126.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$124K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+12.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9760

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 codes2E2G2J2T3D

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.
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

$185K

$12363 / participant

Other / not subdivided$185K100.0%

% of EOY assets

6.351%

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

$153,671

$183,592-16.3%

$155,574-1.2%

$145,877+5.3%

Participation rate

86.7%

82.7%+4.0pp

78.2%+8.5pp

80.3%+6.4pp

Annual return

12.16%

61.37%-49.2pp

64.87%-52.7pp

551.28%-539.1pp

Employer contribution / active EE

$4,447

$5,317-16.4%

$4,676-4.9%

$4,663-4.6%

Participant deferral / active EE

$3,829

$6,466-40.8%

$5,629-32.0%

$6,691-42.8%

Admin fee / account holder

$9,760

$19,316-49.5%

$15,914-38.7%

$13,402-27.2%

CATSKILL DENTAL CARE, PC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CATSKILL DENTAL CARE, PC 401K 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