Retirement plan

RANDALL ORTHODONTICS 401(K) PLAN

Name: RANDALL ORTHODONTICS PA - RANDALL ORTHODONTICS 401(K) PLAN (2025) Form 5500
Creator: RANDALL ORTHODONTICS PA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RANDALL ORTHODONTICS 401(K) PLAN, RANDALL ORTHODONTICS PA

RANDALL ORTHODONTICS PAEIN 26-4694261Plan #001PY 2025

3285 E 17TH ST - IDAHO FALLS, ID 83406208-523-3380randallortho.comLinkedIn1-10 employeeshospital & health care

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.4M

+23.1% from 2024

Total participants

+5.9% from 2024

Average account balance

$89,262

+15.4% from 2024

Annual return

13.68%

+3.35 pp from 2024

Benchmarks

See 45,380 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort45,380 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.43M

Not enough data

1 years with asset history on file

Average account balance

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

$89K

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

$109K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+13.68%

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 codes2E2F2G2J3D

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$89,262

$185,312-51.8%

$161,489-44.7%

$154,746-42.3%

Participation rate

83.3%

82.5%+0.9pp

78.7%+4.6pp

80.7%+2.6pp

Annual return

13.68%

103.84%-90.2pp

89.72%-76.0pp

172.34%-158.7pp

Employer contribution / active EE

$3,381

$4,769-29.1%

$4,268-20.8%

$4,379-22.8%

Participant deferral / active EE

$5,741

$6,350-9.6%

$5,630+2.0%

$6,730-14.7%

Admin fee / account holder

$18,654-100.0%

$16,006-100.0%

$14,365-100.0%

RANDALL ORTHODONTICS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

RANDALL ORTHODONTICS 401(K) PLAN

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