Retirement plan

GILLETT DENTAL CARE, S.C. PROFIT SHARING 401(K) PLAN

Name: GILLETT DENTAL CARE, S.C. - GILLETT DENTAL CARE, S.C. PROFIT SHARING 401(K) PLAN (2025) Form 5500
Creator: GILLETT DENTAL CARE, S.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GILLETT DENTAL CARE, S.C. PROFIT SHARING 401(K) PLAN, GILLETT DENTAL CARE, S.C.

GILLETT DENTAL CARE, S.C.EIN 39-1407691Plan #001PY 2025

RETIREMENT STRATEGIES LLC, 107 W MAIN ST - LITTLE CHUTE, WI 54140920-855-2155gillettdentalcare.comLinkedIn1-10 employeestransportation/trucking/railroad

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$764K

+8.5% from 2024

Total participants

0.0% from 2024

Average account balance

$127,298

+8.5% from 2024

Annual return

4.86%

-1.28 pp from 2024

Benchmarks

See 45,380 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort45,380 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$764K

Not enough data

1 years with asset history on file

Average account balance

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

$127K

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

$28K

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

+4.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

$655

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 codes2E2F2H2J2R3D

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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$4K

$983 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.515%

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

$127,298

$185,312-31.3%

$161,489-21.2%

$154,746-17.7%

Participation rate

100.0%

82.5%+17.5pp

78.7%+21.3pp

80.7%+19.3pp

Annual return

4.86%

103.84%-99.0pp

89.72%-84.9pp

172.34%-167.5pp

Employer contribution / active EE

$1,976

$4,769-58.6%

$4,268-53.7%

$4,379-54.9%

Participant deferral / active EE

$5,000

$6,350-21.3%

$5,630-11.2%

$6,730-25.7%

Admin fee / account holder

$655

$18,654-96.5%

$16,006-95.9%

$14,365-95.4%

GILLETT DENTAL CARE, S.C. PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GILLETT DENTAL CARE, S.C. PROFIT SHARING 401(K) 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