Retirement plan

CRAWFORD ORTHODONTICS, S.C. PROFIT SHARING PLAN

Name: CRAWFORD ORTHODONTICS, S.C. - CRAWFORD ORTHODONTICS, S.C. PROFIT SHARING PLAN (2024) Form 5500
Creator: CRAWFORD ORTHODONTICS, S.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CRAWFORD ORTHODONTICS, S.C. PROFIT SHARING PLAN, CRAWFORD ORTHODONTICS, S.C.

CRAWFORD ORTHODONTICS, S.C.EIN 39-1554736Plan #001PY 2024

7851 COOPER RD - KENOSHA, WI 531424181262-694-5272

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$8.9M

+19.1% from 2023

Total participants

-5.3% from 2023

Average account balance

$521,206

+33.2% from 2023

Annual return

38.45%

+17.37 pp from 2023

Benchmarks

See 109,298 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,298 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.39M

Not enough data

1 years with asset history on file

Average account balance

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

$577K

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.

138.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$238K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+14.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12

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 codes3D2E2F2G2J2T

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).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all 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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$1.7M

$110647 / participant

Other / not subdivided$2M100.0%

% of EOY assets

18.732%

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

$521,206

$183,516+184.0%

$155,534+235.1%

$145,884+257.3%

Participation rate

93.3%

82.7%+10.6pp

78.2%+15.1pp

80.3%+13.0pp

Annual return

38.45%

61.43%-23.0pp

64.92%-26.5pp

551.85%-513.4pp

Employer contribution / active EE

$8,727

$5,315+64.2%

$4,675+86.7%

$4,662+87.2%

Participant deferral / active EE

$5,932

$6,467-8.3%

$5,630+5.4%

$6,690-11.3%

Admin fee / account holder

$97,630

$19,293+406.0%

$15,900+514.0%

$13,392+629.0%

CRAWFORD ORTHODONTICS, S.C. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CRAWFORD ORTHODONTICS, S.C. PROFIT SHARING 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