Retirement plan

MONTROSE ORAL & MAXILLOFACIAL SURGERY PARTNERSHIP 401(K) PLAN

Name: MONTROSE ORAL & MAXILLOFACIAL SURGERY PARTNERSHIP - MONTROSE ORAL & MAXILLOFACIAL SURGERY PARTNERSHIP 401(K) PLAN (2025) Form 5500
Creator: MONTROSE ORAL & MAXILLOFACIAL SURGERY PARTNERSHIP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MONTROSE ORAL & MAXILLOFACIAL SURGERY PARTNERSHIP 401(K) PLAN, MONTROSE ORAL & MAXILLOFACIAL SURGERY PARTNERSHIP

MONTROSE ORAL & MAXILLOFACIAL SURGERY PARTNERSHIPEIN 26-4490612Plan #001PY 2025

600 SOUTH PARK AVE - MONTROSE, CO 81401970-240-4485

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$6.5M

+22.0% from 2024

Total participants

-17.6% from 2024

Average account balance

$502,511

+40.7% from 2024

Annual return

17.34%

+6.86 pp from 2024

Benchmarks

See 66,971 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort66,971 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.53M

Not enough data

1 years with asset history on file

Average account balance

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

$503K

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.

92.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$275K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+17.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2288

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 codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$30K

$2124 / participant

Other / not subdivided$30K100.0%

% of EOY assets

0.455%

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

$502,511

$174,379+188.2%

$152,093+230.4%

$138,895+261.8%

Participation rate

92.9%

81.6%+11.2pp

77.8%+15.1pp

79.9%+12.9pp

Annual return

17.34%

74.86%-57.5pp

66.36%-49.0pp

145.39%-128.1pp

Employer contribution / active EE

$9,225

$4,652+98.3%

$4,175+121.0%

$4,194+119.9%

Participant deferral / active EE

$10,409

$6,159+69.0%

$5,451+90.9%

$6,396+62.7%

Admin fee / account holder

$2,288

$16,880-86.4%

$14,497-84.2%

$12,562-81.8%

MONTROSE ORAL & MAXILLOFACIAL SURGERY PARTNERSHIP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MONTROSE ORAL & MAXILLOFACIAL SURGERY PARTNERSHIP 401(K) 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