Retirement plan

MORGAN & LEMKE, D.D.D., M.S., INC. 401(K) PROFIT SHARING PLAN

Name: MORGAN & LEMKE D.D.S.,M.S., INC. - MORGAN & LEMKE, D.D.D., M.S., INC. 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: MORGAN & LEMKE D.D.S.,M.S., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MORGAN & LEMKE, D.D.D., M.S., INC. 401(K) PROFIT SHARING PLAN, MORGAN & LEMKE D.D.S.,M.S., INC.

MORGAN & LEMKE D.D.S.,M.S., INC.EIN 34-1777617Plan #001PY 2025

6505 ROCKSIDE ROAD, SUITE 310 - INDEPENDENCE, OH 44131216-642-9111

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.3M

-48.1% from 2024

Total participants

+4.0% from 2024

Average account balance

$88,172

-52.0% from 2024

Annual return

15.22%

+3.40 pp from 2024

Benchmarks

See 79,137 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort79,137 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.29M

Not enough data

1 years with asset history on file

Average account balance

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

$88K

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.

144.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$234K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+15.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

$116394

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

$3.0M

$168124 / participant

Other / not subdivided$3M100.0%

% of EOY assets

132.008%

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

$88,172

$172,111-48.8%

$150,298-41.3%

$137,256-35.8%

Participation rate

100.0%

81.7%+18.3pp

77.8%+22.2pp

80.0%+20.0pp

Annual return

15.22%

69.37%-54.2pp

62.79%-47.6pp

220.34%-205.1pp

Employer contribution / active EE

$4,959

$4,636+7.0%

$4,154+19.4%

$4,156+19.3%

Participant deferral / active EE

$8,047

$6,166+30.5%

$5,453+47.6%

$6,407+25.6%

Admin fee / account holder

$116,394

$16,471+606.7%

$14,116+724.6%

$12,270+848.6%

MORGAN & LEMKE, D.D.D., M.S., INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MORGAN & LEMKE, D.D.D., M.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