Retirement plan

DR TURGUT ZIA SC 401-K PROFIT SHARING PLAN

Name: DR TURGUT ZIA SC - DR TURGUT ZIA SC 401-K PROFIT SHARING PLAN (2025) Form 5500
Creator: DR TURGUT ZIA SC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DR TURGUT ZIA SC 401-K PROFIT SHARING PLAN, DR TURGUT ZIA SC

DR TURGUT ZIA SCEIN 27-1864271Plan #002PY 2025

2741 W LAYTON AVE STE 201 - MILWAUKEE, WI 532212600414-672-5803

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.3M

+17.7% from 2024

Total participants

0.0% from 2024

Average account balance

$97,232

+17.7% from 2024

Annual return

12.34%

+1.33 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

$1.26M

Not enough data

1 years with asset history on file

Average account balance

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

$97K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$58K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+12.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

$677

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

$9K

$677 / participant

Other / not subdivided$9K100.0%

% of EOY assets

0.696%

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

$97,232

$174,379-44.2%

$152,093-36.1%

$138,895-30.0%

Participation rate

100.0%

81.6%+18.4pp

77.8%+22.2pp

79.9%+20.1pp

Annual return

12.34%

74.86%-62.5pp

66.36%-54.0pp

145.39%-133.1pp

Employer contribution / active EE

$1,662

$4,652-64.3%

$4,175-60.2%

$4,194-60.4%

Participant deferral / active EE

$2,777

$6,159-54.9%

$5,451-49.1%

$6,396-56.6%

Admin fee / account holder

$677

$16,880-96.0%

$14,497-95.3%

$12,562-94.6%

DR TURGUT ZIA SC 401-K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DR TURGUT ZIA SC 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