Retirement plan

DR. TENORE'S FOUNTAIN OF YOUTH 401(K) PLAN

Name: DR. TENORE'S FOUNTAIN OF YOUTH CORPORATION D/B/A TREVI LONGEVITY - DR. TENORE'S FOUNTAIN OF YOUTH 401(K) PLAN (2025) Form 5500
Creator: DR. TENORE'S FOUNTAIN OF YOUTH CORPORATION D/B/A TREVI LONGEVITY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DR. TENORE'S FOUNTAIN OF YOUTH 401(K) PLAN, DR. TENORE'S FOUNTAIN OF YOUTH CORPORATION D/B/A TREVI LONGEVITY

DR. TENORE'S FOUNTAIN OF YOUTH CORPORATION D/B/A TREVI LONGEVITYEIN 27-3601790Plan #001PY 2025

595 ELM PLACE, SUITE 208 - HIGHLAND PARK, IL 60035847-681-8821

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$853K

+23.6% from 2024

Total participants

+16.7% from 2024

Average account balance

$121,838

+6.0% from 2024

Annual return

10.79%

+5.77 pp from 2024

Benchmarks

See 25,286 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort25,286 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$853K

Not enough data

1 years with asset history on file

Average account balance

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

$122K

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.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$91K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+10.79%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1471

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

$10K

$2060 / participant

Other / not subdivided$10K100.0%

% of EOY assets

1.208%

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

$121,838

$102,595+18.8%

$94,057+29.5%

$154,746-21.3%

Participation rate

100.0%

76.0%+24.0pp

73.3%+26.7pp

80.7%+19.3pp

Annual return

10.79%

583.42%-572.6pp

480.62%-469.8pp

172.34%-161.5pp

Employer contribution / active EE

$12,083

$3,147+283.9%

$2,933+311.9%

$4,379+175.9%

Participant deferral / active EE

$6,214

$5,118+21.4%

$4,709+32.0%

$6,730-7.7%

Admin fee / account holder

$1,471

$7,736-81.0%

$7,244-79.7%

$14,365-89.8%

DR. TENORE'S FOUNTAIN OF YOUTH 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DR. TENORE'S FOUNTAIN OF YOUTH 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