Retirement plan

CHILDRENS DENTAL SERVICES, INC.

Name: CHILDRENS DENTAL SERVICES, INC. - CHILDRENS DENTAL SERVICES, INC. (2025) Form 5500
Creator: CHILDRENS DENTAL SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHILDRENS DENTAL SERVICES, INC., CHILDRENS DENTAL SERVICES, INC.

CHILDRENS DENTAL SERVICES, INC.EIN 41-0857929Plan #006PY 2025

636 BROADWAY ST NE - MINNEAPOLIS, MN 554132150612-746-1530twentyteeth.orgLinkedIn1-10 employeeshealth, wellness and fitness

Prospect flagsRecently reached 100 employees

How to read this page

Total assets (EOY)

$7.9M

+30.9% from 2024

Total participants

141

+56.7% from 2024

Average account balance

$63,235

-5.8% from 2024

Annual return

24.16%

-214.76 pp from 2024

Benchmarks

See 15,542 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort15,542 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.90M

Not enough data

1 years with asset history on file

Average account balance

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

$63K

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.

125

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.

143.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$426K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+24.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$198

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 codes2G2J2L2T

Plan features

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
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.

Opportunity flags

1 tripped

InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Admin total

$25K

$284 / participant

Other / not subdivided$25K100.0%

% of EOY assets

0.313%

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

$63,235

$76,407-17.2%

$150,298-57.9%

$82,448-23.3%

Participation rate

81.6%

66.4%+15.2pp

77.8%+3.8pp

68.1%+13.5pp

Annual return

24.16%

39.99%-15.8pp

62.79%-38.6pp

41.64%-17.5pp

Employer contribution / active EE

$1,743

$2,614-33.3%

$4,154-58.1%

$2,551-31.7%

Participant deferral / active EE

$3,150

$3,214-2.0%

$5,453-42.2%

$4,139-23.9%

Admin fee / account holder

$198

$6,352-96.9%

$14,116-98.6%

$7,234-97.3%

CHILDRENS DENTAL SERVICES, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHILDRENS DENTAL SERVICES, INC.

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