Retirement plan

RANDALL W. RADEFELD D. D. S. , INC. 401(K) PROFIT SHARING PLAN

Name: RANDALL W. RADEFELD D.D.S., INC. - RANDALL W. RADEFELD D. D. S. , INC. 401(K) PROFIT SHARING PLAN (2023) Form 5500
Creator: RANDALL W. RADEFELD D.D.S., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RANDALL W. RADEFELD D. D. S. , INC. 401(K) PROFIT SHARING PLAN, RANDALL W. RADEFELD D.D.S., INC.

RANDALL W. RADEFELD D.D.S., INC.EIN 34-1222588Plan #002PY 2023

7393 BROADVIEW ROAD, SUITE A - SEVEN HILLS, OH 44131440-884-1970

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$5.8M

+12.6% from 2022

Total participants

0.0% from 2022

Average account balance

$581,348

+12.6% from 2022

Annual return

10.78%

+15.85 pp from 2022

Benchmarks

See 108,045 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort108,045 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.27M

Not enough data

1 years with asset history on file

Average account balance

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

$661K

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.

137.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$12K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+11.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11846

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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$3K

$368 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.044%

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

$581,348

$175,257+231.7%

$149,717+288.3%

$139,456+316.9%

Participation rate

100.0%

83.4%+16.6pp

78.8%+21.2pp

80.3%+19.7pp

Annual return

10.78%

166.70%-155.9pp

134.41%-123.6pp

373.45%-362.7pp

Employer contribution / active EE

$9,212

$5,477+68.2%

$4,820+91.1%

$4,753+93.8%

Participant deferral / active EE

$4,360

$6,521-33.1%

$5,682-23.3%

$6,711-35.0%

Admin fee / account holder

$257

$16,156-98.4%

$13,213-98.1%

$11,407-97.7%

RANDALL W. RADEFELD D. D. S. , INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RANDALL W. RADEFELD D. D. S. , INC. 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