Retirement plan

BRENTCOURT DENTAL 401(K) PLAN

Name: CRAIG CHLEBICKI DDS & CHRISTOPHER CHARLES DDS - BRENTCOURT DENTAL 401(K) PLAN (2019) 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 2019

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$925K

+36.5% from 2018

Total participants

+15.4% from 2018

Average account balance

$77,125

+25.1% from 2018

Annual return

17.59%

+21.35 pp from 2018

Benchmarks

See 104,301 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,301 peers

Snapshot2019

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

$7K

$530 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.745%

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

$77,125

$202,342-61.9%

$172,753-55.4%

$152,909-49.6%

Participation rate

76.9%

87.1%-10.1pp

82.6%-5.7pp

82.5%-5.5pp

Annual return

17.59%

1029.88%-1012.3pp

803.00%-785.4pp

345.46%-327.9pp

Employer contribution / active EE

$7,101

$5,857+21.2%

$5,144+38.0%

$4,764+49.1%

Participant deferral / active EE

$3,279

$5,948-44.9%

$5,198-36.9%

$5,851-44.0%

Admin fee / account holder

$575

$17,112-96.6%

$13,956-95.9%

$11,601-95.0%

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