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 (2021) 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 2021

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$689K

-39.1% from 2020

Total participants

0.0% from 2020

Average account balance

$114,898

-39.1% from 2020

Annual return

15.45%

+10.75 pp from 2020

Benchmarks

See 103,173 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort103,173 peers

Snapshot2021

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

$726K

$145237 / participant

Other / not subdivided$726K100.0%

% of EOY assets

105.338%

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

$114,898

$217,432-47.2%

$185,851-38.2%

$167,553-31.4%

Participation rate

100.0%

86.1%+13.9pp

81.7%+18.3pp

82.1%+17.9pp

Annual return

15.45%

148.43%-133.0pp

122.11%-106.7pp

478.89%-463.4pp

Employer contribution / active EE

$14,085

$5,874+139.8%

$5,168+172.5%

$4,840+191.0%

Participant deferral / active EE

$5,433

$6,357-14.5%

$5,569-2.4%

$6,343-14.3%

Admin fee / account holder

$121,031

$19,820+510.6%

$16,245+645.0%

$12,316+882.7%

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