Retirement plan

BARBARA MACIAS-SMITH, D.D.S. 401(K) PROFIT SHARING PLAN

Name: BARBARA MACIAS-SMITH, D.D.S., INC - BARBARA MACIAS-SMITH, D.D.S. 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: BARBARA MACIAS-SMITH, D.D.S., INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BARBARA MACIAS-SMITH, D.D.S. 401(K) PROFIT SHARING PLAN, BARBARA MACIAS-SMITH, D.D.S., INC

BARBARA MACIAS-SMITH, D.D.S., INCEIN 26-4021418Plan #001PY 2025

100 LAGUNA ROAD,, SUITE 200 - FULLERTON, CA 92835714-879-5960

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$873K

+21.2% from 2024

Total participants

+33.3% from 2024

Average account balance

$218,352

-9.1% from 2024

Annual return

15.08%

+7.56 pp from 2024

Benchmarks

See 32,735 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort32,735 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$873K

Not enough data

1 years with asset history on file

Average account balance

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

$218K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$44K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+15.08%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2285

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

$9K

$3046 / participant

Other / not subdivided$9K100.0%

% of EOY assets

1.046%

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

$218,352

$181,062+20.6%

$158,223+38.0%

$155,188+40.7%

Participation rate

100.0%

82.7%+17.3pp

79.2%+20.8pp

80.8%+19.2pp

Annual return

15.08%

57.39%-42.3pp

52.09%-37.0pp

148.84%-133.8pp

Employer contribution / active EE

$3,049

$4,565-33.2%

$4,109-25.8%

$4,248-28.2%

Participant deferral / active EE

$11,583

$6,134+88.8%

$5,467+111.9%

$6,531+77.4%

Admin fee / account holder

$2,285

$18,825-87.9%

$16,047-85.8%

$14,480-84.2%

BARBARA MACIAS-SMITH, D.D.S. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BARBARA MACIAS-SMITH, D.D.S. 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