Retirement plan

CHILDREN'S DENTAL CARE OF KENOSHA, S.C. 401(K) PROFIT SHARING PLAN AND TRUST

Name: CHILDREN'S DENTAL CARE OF KENOSHA, S.C. - CHILDREN'S DENTAL CARE OF KENOSHA, S.C. 401(K) PROFIT SHARING PLAN AND TRUST (2018) Form 5500
Creator: CHILDREN'S DENTAL CARE OF KENOSHA, S.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHILDREN'S DENTAL CARE OF KENOSHA, S.C. 401(K) PROFIT SHARING PLAN AND TRUST, CHILDREN'S DENTAL CARE OF KENOSHA, S.C.

CHILDREN'S DENTAL CARE OF KENOSHA, S.C.EIN 39-1195453Plan #002PY 2018

2901 35TH STREET - KENOSHA, WI 53140262-537-2757kerbersmiles.comLinkedIn1-10 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.1M

+16.3% from 2017

Total participants

0.0% from 2017

Average account balance

$160,641

+16.3% from 2017

Annual return

12.41%

-1.34 pp from 2017

Benchmarks

See 105,557 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,557 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.16M

Not enough data

1 years with asset history on file

Average account balance

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

$165K

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

$116K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+8.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2050

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

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

$42K

$7049 / participant

Other / not subdivided$42K100.0%

% of EOY assets

3.761%

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

$160,641

$180,459-11.0%

$154,108+4.2%

$135,380+18.7%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

12.41%

888.21%-875.8pp

735.21%-722.8pp

519.81%-507.4pp

Employer contribution / active EE

$2,657

$6,035-56.0%

$5,298-49.8%

$4,779-44.4%

Participant deferral / active EE

$8,220

$5,806+41.6%

$5,081+61.8%

$5,609+46.6%

Admin fee / account holder

$6,042

$16,145-62.6%

$13,411-54.9%

$10,828-44.2%

CHILDREN'S DENTAL CARE OF KENOSHA, S.C. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHILDREN'S DENTAL CARE OF KENOSHA, S.C. 401(K) 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