Retirement plan

CHILDRENS DENTISTRY OF LAKE COUNTY & ASSOCIATES PC 401K PLAN

Name: CHILDRENS DENTISTRY OF LAKE COUNTY PC - CHILDRENS DENTISTRY OF LAKE COUNTY & ASSOCIATES PC 401K PLAN (2024) Form 5500
Creator: CHILDRENS DENTISTRY OF LAKE COUNTY PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHILDRENS DENTISTRY OF LAKE COUNTY & ASSOCIATES PC 401K PLAN, CHILDRENS DENTISTRY OF LAKE COUNTY PC

CHILDRENS DENTISTRY OF LAKE COUNTY PCEIN 32-0029930Plan #001PY 2024

5525 GREEN BAY ROAD - KENOSHA, WI 53144262-657-2060

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.9M

+24.9% from 2023

Total participants

-18.2% from 2023

Average account balance

$215,456

+52.7% from 2023

Annual return

18.60%

-0.10 pp from 2023

Benchmarks

See 109,389 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,389 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.28M

Not enough data

1 years with asset history on file

Average account balance

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

$228K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$114K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+13.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3272

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 codes2E2J2R2T3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

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

$469 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.217%

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

$215,456

$183,592+17.4%

$155,574+38.5%

$145,877+47.7%

Participation rate

100.0%

82.7%+17.3pp

78.2%+21.8pp

80.3%+19.7pp

Annual return

18.60%

61.37%-42.8pp

64.87%-46.3pp

551.28%-532.7pp

Employer contribution / active EE

$2,966

$5,317-44.2%

$4,676-36.6%

$4,663-36.4%

Participant deferral / active EE

$8,356

$6,466+29.2%

$5,629+48.4%

$6,691+24.9%

Admin fee / account holder

$469

$19,316-97.6%

$15,914-97.1%

$13,402-96.5%

CHILDRENS DENTISTRY OF LAKE COUNTY & ASSOCIATES PC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHILDRENS DENTISTRY OF LAKE COUNTY & ASSOCIATES PC 401K 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