Retirement plan

JEFFREY K. HAUG D.D.S., INC. 401(K) PROFIT SHARING PLAN & TRUST

Name: JEFFREY K. HAUG D.D.S., INC. - JEFFREY K. HAUG D.D.S., INC. 401(K) PROFIT SHARING PLAN & TRUST (2025) Form 5500
Creator: JEFFREY K. HAUG D.D.S., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JEFFREY K. HAUG D.D.S., INC. 401(K) PROFIT SHARING PLAN & TRUST, JEFFREY K. HAUG D.D.S., INC.

JEFFREY K. HAUG D.D.S., INC.EIN 45-2780270Plan #002PY 2025

5201 DEER VALLEY ROAD, STE 3-A - ANTIOCH, CA 94531925-757-6626

Prospect flagsHigh feesHigh assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$1.7M

+12.0% from 2024

Total participants

0.0% from 2024

Average account balance

$275,232

+12.0% from 2024

Annual return

13.92%

+4.84 pp from 2024

Benchmarks

See 18,863 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort18,863 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.65M

Not enough data

1 years with asset history on file

Average account balance

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

$275K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$17K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+13.92%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10642

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 codes2E2J2F2G3D2T

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

3 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
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

$64K

$12771 / participant

Other / not subdivided$64K100.0%

% of EOY assets

3.867%

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

$275,232

$227,399+21.0%

$189,758+45.0%

$198,609+38.6%

Participation rate

100.0%

84.0%+16.0pp

79.8%+20.2pp

82.4%+17.6pp

Annual return

13.92%

61.03%-47.1pp

52.62%-38.7pp

202.70%-188.8pp

Employer contribution / active EE

$1,601

$5,526-71.0%

$4,767-66.4%

$5,055-68.3%

Participant deferral / active EE

$1,874

$6,837-72.6%

$5,856-68.0%

$6,977-73.1%

Admin fee / account holder

$10,642

$25,162-57.7%

$20,388-47.8%

$19,030-44.1%

JEFFREY K. HAUG D.D.S., INC. 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JEFFREY K. HAUG D.D.S., INC. 401(K) PROFIT SHARING PLAN & TRUST

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