Retirement plan

BRENTCOURT DENTAL 401(K) PLAN

Name: CRAIG CHLEBICKI DDS & CHRISTOPHER CHARLES DDS - BRENTCOURT DENTAL 401(K) PLAN (2018) Form 5500
Creator: CRAIG CHLEBICKI DDS & CHRISTOPHER CHARLES DDS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRENTCOURT DENTAL 401(K) PLAN, CRAIG CHLEBICKI DDS & CHRISTOPHER CHARLES DDS

CRAIG CHLEBICKI DDS & CHRISTOPHER CHARLES DDSEIN 42-1014562Plan #001PY 2018

1140 2ND STREET, SUITE A - BRENTWOOD, CA 94513925-634-3503

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$678K

+0.7% from 2017

Total participants

0.0% from 2017

Average account balance

$61,630

+0.7% from 2017

Annual return

-3.76%

-17.27 pp from 2017

Benchmarks

See 105,557 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,557 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.17M

Not enough data

1 years with asset history on file

Average account balance

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

$167K

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.

76.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$164K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+17.68%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3152

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 codes2E2F2G2J

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.

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

$84K

$9324 / participant

Other / not subdivided$84K100.0%

% of EOY assets

12.379%

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

$61,630

$180,459-65.8%

$154,108-60.0%

$135,380-54.5%

Participation rate

77.8%

87.4%-9.6pp

83.0%-5.3pp

82.6%-4.9pp

Annual return

-3.76%

888.21%-892.0pp

735.21%-739.0pp

519.81%-523.6pp

Employer contribution / active EE

$4,417

$6,035-26.8%

$5,298-16.6%

$4,779-7.6%

Participant deferral / active EE

$8,231

$5,806+41.8%

$5,081+62.0%

$5,609+46.7%

Admin fee / account holder

$7,629

$16,145-52.7%

$13,411-43.1%

$10,828-29.5%

BRENTCOURT DENTAL 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BRENTCOURT DENTAL 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