Retirement plan

KRENZ DENTAL CORPORATION PROFIT SHARING PLAN AND TRUST

Name: KRENZ DENTAL CORPORATION - KRENZ DENTAL CORPORATION PROFIT SHARING PLAN AND TRUST (2024) Form 5500
Creator: KRENZ DENTAL CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KRENZ DENTAL CORPORATION PROFIT SHARING PLAN AND TRUST, KRENZ DENTAL CORPORATION

KRENZ DENTAL CORPORATIONEIN 36-3091298Plan #004PY 2024

704 INDIANA AVE. - MENDOTA, IL 61342815-538-5316LinkedIn1-10 employeesreligious institutions

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.1M

-60.4% from 2023

Total participants

+33.3% from 2023

Average account balance

$133,011

-70.3% from 2023

Annual return

20.57%

+15.36 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

$1.26M

Not enough data

1 years with asset history on file

Average account balance

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

$140K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$54K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+13.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J

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.

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

$2.2M

$279999 / participant

Other / not subdivided$2M100.0%

% of EOY assets

210.509%

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

$133,011

$183,592-27.6%

$155,574-14.5%

$145,877-8.8%

Participation rate

100.0%

82.7%+17.3pp

78.2%+21.8pp

80.3%+19.7pp

Annual return

20.57%

61.37%-40.8pp

64.87%-44.3pp

551.28%-530.7pp

Employer contribution / active EE

$3,964

$5,317-25.4%

$4,676-15.2%

$4,663-15.0%

Participant deferral / active EE

$3,736

$6,466-42.2%

$5,629-33.6%

$6,691-44.2%

Admin fee / account holder

$279,999

$19,316+1349.6%

$15,914+1659.4%

$13,402+1989.2%

KRENZ DENTAL CORPORATION PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KRENZ DENTAL CORPORATION PROFIT SHARING PLAN AND TRUST

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