Retirement plan

COMMUNITY DENTAL PARTNERS 401(K) PLAN

Name: STRATEGIC DENTAL EXECUTIVES LLC DBA COMMUNITY DENTAL PARTNERS - COMMUNITY DENTAL PARTNERS 401(K) PLAN (2024) Form 5500
Creator: STRATEGIC DENTAL EXECUTIVES LLC DBA COMMUNITY DENTAL PARTNERS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMMUNITY DENTAL PARTNERS 401(K) PLAN, STRATEGIC DENTAL EXECUTIVES LLC DBA COMMUNITY DENTAL PARTNERS

STRATEGIC DENTAL EXECUTIVES LLC DBA COMMUNITY DENTAL PARTNERSEIN 27-2885572Plan #001PY 2024

5800 N I-35 STE 205 - DENTON, TX 76207940-220-4289

Prospect flagsLow assets / participantLow employer contributionLow participant contributionFailed to transmit contributions

How to read this page

Total assets (EOY)

$11M

+24.1% from 2023

Total participants

1,237

-4.8% from 2023

Average account balance

$10,905

+37.4% from 2023

Annual return

14.62%

-29.54 pp from 2023

Benchmarks

See 154 peers

Peer group

Industry55 - Management of Companies and Enterprises

Plan typeDefined contribution

Participants1,000-4,999

Cohort154 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$11.01M

Not enough data

1 years with asset history on file

Average account balance

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

$11K

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.

1,010

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.

79.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.27M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+14.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$75

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 10 by compensation

Provider	Service type	Compensation
T ROWE PRICE RPS INC7 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931	Recordkeeping	$75,677
ALLIANZ GLOBAL INVESTORS7 years Filed as: ALLIANZ Service code 28 · EIN 02-0639354	Investment Management	$0
ALLSPRING1 year Filed as: ALLSPRING GLOBAL Service code 28 · EIN 41-0449260	Investment Management	$0
AMERICAN FUNDS5 years Service code 28 · EIN 95-1411037	Investment Management	$0
DIMENSIONAL FUND ADVISORS5 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 59-3171014	Investment Management	$0
FIDELITY INVESTMENTS INSTITUTIONAL7 years Filed as: FIDELITY Service code 28 · EIN 04-2647786	Investment Management	$0
JANUS HENDERSON7 years Filed as: JANUS FUNDS Service code 28 · EIN 43-1804048	Investment Management	$0
MORGAN STANLEY SMITH BARNEY1 year Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428	Investment Management	$0
LEGG MASON5 years Service code 28 · EIN 52-1200960	Investment Management	$0
T ROWE PRICE RPS INC7 years Filed as: T ROWE PRICE RPS, INC Service code 15	Recordkeeping	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D3H2S

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

4 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$76K

$70 / participant

Other / not subdivided$76K100.0%

% of EOY assets

0.687%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: KIMBERLIN COMPANY, PLLC
Auditor EIN: 455497718
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$10,905

$148,970-92.7%

$133,698-91.8%

$200,096-94.6%

Participation rate

79.0%

79.4%-0.4pp

76.4%+2.6pp

72.0%+7.0pp

Annual return

14.62%

27.07%-12.4pp

580.90%-566.3pp

34.26%-19.6pp

Employer contribution / active EE

$3,561-100.0%

$4,218-100.0%

$3,038-100.0%

Participant deferral / active EE

$2,104

$6,140-65.7%

$7,016-70.0%

$5,090-58.7%

Admin fee / account holder

$75

$144-47.9%

$6,703-98.9%

$269-72.2%

Provider

Service type

Compensation

T ROWE PRICE RPS INC7 years

Filed as: T. ROWE PRICE RPS, INC.

Service code 15 · EIN 52-1309931

Recordkeeping

$75,677

ALLIANZ GLOBAL INVESTORS7 years

Filed as: ALLIANZ

Service code 28 · EIN 02-0639354

Investment Management

ALLSPRING1 year

Filed as: ALLSPRING GLOBAL

Service code 28 · EIN 41-0449260

Investment Management

AMERICAN FUNDS5 years

Service code 28 · EIN 95-1411037

Investment Management

DIMENSIONAL FUND ADVISORS5 years

Filed as: DIMENSIONAL FUNDS

Service code 28 · EIN 59-3171014

Investment Management

FIDELITY INVESTMENTS INSTITUTIONAL7 years

Filed as: FIDELITY

Service code 28 · EIN 04-2647786

Investment Management

JANUS HENDERSON7 years

Filed as: JANUS FUNDS

Service code 28 · EIN 43-1804048

Investment Management

MORGAN STANLEY SMITH BARNEY1 year

Filed as: JP MORGAN FUNDS

Service code 28 · EIN 13-2624428

Investment Management

LEGG MASON5 years

Service code 28 · EIN 52-1200960

Investment Management

T ROWE PRICE RPS INC7 years

Filed as: T ROWE PRICE RPS, INC

Service code 15

Recordkeeping

COMMUNITY DENTAL PARTNERS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMMUNITY DENTAL PARTNERS 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