Retirement plan

ERIC KARDOVICH, D.M.D., A.P.C. 401(K) PROFIT SHARING PLAN

Name: ERIC KARDOVICH, D.M.D., A.P.C. - ERIC KARDOVICH, D.M.D., A.P.C. 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: ERIC KARDOVICH, D.M.D., A.P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ERIC KARDOVICH, D.M.D., A.P.C. 401(K) PROFIT SHARING PLAN, ERIC KARDOVICH, D.M.D., A.P.C.

ERIC KARDOVICH, D.M.D., A.P.C.EIN 27-1856512Plan #002PY 2024

1353 W. 6TH STREET - SAN PEDRO, CA 90732310-831-0348drkbraces.comLinkedIn1-10 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$166K

+42.2% from 2023

Total participants

-33.3% from 2023

Average account balance

$82,877

+113.4% from 2023

Annual return

12.41%

-6.24 pp from 2023

Benchmarks

See 109,298 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,298 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$234K

Not enough data

1 years with asset history on file

Average account balance

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

$117K

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.

66.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$39K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+17.20%

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 codes2J3D

Plan features

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

$4K

$1937 / participant

Other / not subdivided$4K100.0%

% of EOY assets

2.337%

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

$82,877

$183,516-54.8%

$155,534-46.7%

$145,884-43.2%

Participation rate

100.0%

82.7%+17.3pp

78.2%+21.8pp

80.3%+19.7pp

Annual return

12.41%

61.43%-49.0pp

64.92%-52.5pp

551.85%-539.4pp

Employer contribution / active EE

$3,157

$5,315-40.6%

$4,675-32.5%

$4,662-32.3%

Participant deferral / active EE

$16,157

$6,467+149.9%

$5,630+187.0%

$6,690+141.5%

Admin fee / account holder

$1,937

$19,293-90.0%

$15,900-87.8%

$13,392-85.5%

ERIC KARDOVICH, D.M.D., A.P.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ERIC KARDOVICH, D.M.D., A.P.C. 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