Retirement plan

ERICKSON/AAMONDT ORTHODONTICS, P.A. 401(K) PLAN

Name: ERICKSON/AAMODT ORTHODONTICS, P.A - ERICKSON/AAMONDT ORTHODONTICS, P.A. 401(K) PLAN (2025) Form 5500
Creator: ERICKSON/AAMODT ORTHODONTICS, P.A
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ERICKSON/AAMONDT ORTHODONTICS, P.A. 401(K) PLAN, ERICKSON/AAMODT ORTHODONTICS, P.A

ERICKSON/AAMODT ORTHODONTICS, P.AEIN 41-1785852Plan #001PY 2025

4790 WHITE BEAR PARKWAY - WHITE BEAR LAKE, MN 55110651-426-3873smileshaping.comLinkedIn11-50 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.3M

-26.0% from 2024

Total participants

+10.0% from 2024

Average account balance

$239,790

-34.2% from 2024

Annual return

17.43%

-4.94 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

$4.32M

Not enough data

1 years with asset history on file

Average account balance

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

$240K

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.

77.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$129K

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

+17.43%

Not enough data

1 years with return on file

Admin fee / account holder

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

$147894

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 codes2E2F2G2J2T3D

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

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

$2.7M

$147894 / participant

Other / not subdivided$3M100.0%

% of EOY assets

61.676%

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

$239,790

$185,312+29.4%

$161,489+48.5%

$154,746+55.0%

Participation rate

77.8%

82.5%-4.7pp

78.7%-0.9pp

80.7%-2.9pp

Annual return

17.43%

103.84%-86.4pp

89.72%-72.3pp

172.34%-154.9pp

Employer contribution / active EE

$1,599

$4,769-66.5%

$4,268-62.5%

$4,379-63.5%

Participant deferral / active EE

$5,569

$6,350-12.3%

$5,630-1.1%

$6,730-17.3%

Admin fee / account holder

$147,894

$18,654+692.8%

$16,006+824.0%

$14,365+929.5%

ERICKSON/AAMONDT ORTHODONTICS, P.A. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ERICKSON/AAMONDT ORTHODONTICS, P.A. 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