Retirement plan

CAREWELL DENTAL CLINIC PA RETIREMENT PLAN

Name: CAREWELL DENTAL CLINIC PA - CAREWELL DENTAL CLINIC PA RETIREMENT PLAN (2025) Form 5500
Creator: CAREWELL DENTAL CLINIC PA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAREWELL DENTAL CLINIC PA RETIREMENT PLAN, CAREWELL DENTAL CLINIC PA

CAREWELL DENTAL CLINIC PAEIN 27-2515376Plan #001PY 2025

6300 STONEWOOD DR., STE. #210 - PLANO, TX 75024972-596-0100

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$886K

+26.7% from 2024

Total participants

0.0% from 2024

Average account balance

$126,543

+26.7% from 2024

Annual return

14.80%

+4.18 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

$886K

Not enough data

1 years with asset history on file

Average account balance

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

$127K

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.

87.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$83K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+14.80%

Not enough data

1 years with return on file

Admin fee / account holder

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

$531

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

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

$465 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.420%

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

$126,543

$185,312-31.7%

$161,489-21.6%

$154,746-18.2%

Participation rate

75.0%

82.5%-7.5pp

78.7%-3.7pp

80.7%-5.7pp

Annual return

14.80%

103.84%-89.0pp

89.72%-74.9pp

172.34%-157.5pp

Employer contribution / active EE

$2,651

$4,769-44.4%

$4,268-37.9%

$4,379-39.5%

Participant deferral / active EE

$7,750

$6,350+22.1%

$5,630+37.7%

$6,730+15.2%

Admin fee / account holder

$531

$18,654-97.2%

$16,006-96.7%

$14,365-96.3%

CAREWELL DENTAL CLINIC PA RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAREWELL DENTAL CLINIC PA RETIREMENT 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