Retirement plan

CHRISTIAN MEDICAL & DENTAL ASSOCIATIONS 401K PLAN

Name: CHRISTIAN MEDICAL & DENTAL SOCIETY - CHRISTIAN MEDICAL & DENTAL ASSOCIATIONS 401K PLAN (2025) Form 5500
Creator: CHRISTIAN MEDICAL & DENTAL SOCIETY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHRISTIAN MEDICAL & DENTAL ASSOCIATIONS 401K PLAN, CHRISTIAN MEDICAL & DENTAL SOCIETY

CHRISTIAN MEDICAL & DENTAL SOCIETYEIN 36-2284267Plan #002PY 2025

PO BOX 7500 - BRISTOL, TN 37621423-384-1000cmda.orgLinkedIn51-200 employeesreligious institutions

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.9M

+15.4% from 2024

Total participants

111

-0.9% from 2024

Average account balance

$66,488

+16.7% from 2024

Annual return

20.45%

+11.36 pp from 2024

Benchmarks

See 9,247 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort9,247 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.85M

Not enough data

1 years with asset history on file

Average account balance

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

$66K

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.

97.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$391K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+20.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7825

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 codes2E2G2J3D2F2T

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.
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

$689K

$7651 / participant

Other / not subdivided$689K100.0%

% of EOY assets

11.770%

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

$66,488

$51,638+28.8%

$68,368-2.7%

$82,448-19.4%

Participation rate

74.4%

63.6%+10.8pp

73.8%+0.7pp

68.1%+6.4pp

Annual return

20.45%

37.53%-17.1pp

292.57%-272.1pp

41.64%-21.2pp

Employer contribution / active EE

$1,847

$2,047-9.8%

$2,649-30.3%

$2,551-27.6%

Participant deferral / active EE

$2,493

$2,914-14.4%

$4,123-39.5%

$4,139-39.8%

Admin fee / account holder

$7,825

$4,643+68.5%

$5,150+52.0%

$7,234+8.2%

CHRISTIAN MEDICAL & DENTAL ASSOCIATIONS 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHRISTIAN MEDICAL & DENTAL ASSOCIATIONS 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