Retirement plan

EJAZ TAHIR, D.D.S., LTD. 401(K) PLAN AND TRUST

Name: EJAZ TAHIR DDS., LTD. - EJAZ TAHIR, D.D.S., LTD. 401(K) PLAN AND TRUST (2018) Form 5500
Creator: EJAZ TAHIR DDS., LTD.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EJAZ TAHIR, D.D.S., LTD. 401(K) PLAN AND TRUST, EJAZ TAHIR DDS., LTD.

EJAZ TAHIR DDS., LTD.EIN 36-4043887Plan #001PY 2018

6190 GARFIELD AVE - BURR RIDGE, IL 60527708-484-8686coolbraces.comLinkedIn1-10 employeesinsurance

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$385K

-24.8% from 2017

Total participants

-25.0% from 2017

Average account balance

$128,167

+0.3% from 2017

Annual return

-5.82%

-21.49 pp from 2017

Benchmarks

See 105,563 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,563 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$524K

Not enough data

1 years with asset history on file

Average account balance

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

$524K

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

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.57%

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 codes2E2J2F2R3D

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).
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.
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

$108K

$53981 / participant

Other / not subdivided$108K100.0%

% of EOY assets

28.078%

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

$128,167

$180,466-29.0%

$154,114-16.8%

$135,382-5.3%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

-5.82%

888.15%-894.0pp

735.16%-741.0pp

519.77%-525.6pp

Employer contribution / active EE

$1,433

$6,035-76.3%

$5,298-73.0%

$4,779-70.0%

Participant deferral / active EE

$4,069

$5,806-29.9%

$5,081-19.9%

$5,609-27.5%

Admin fee / account holder

$35,987

$16,144+122.9%

$13,411+168.3%

$10,829+232.3%

EJAZ TAHIR, D.D.S., LTD. 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EJAZ TAHIR, D.D.S., LTD. 401(K) 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