Retirement plan

DENTAL365 401(K) PLAN

Name: PREMIER CARE DENTAL MANAGEMENT, LLC - DENTAL365 401(K) PLAN (2019) Form 5500
Creator: PREMIER CARE DENTAL MANAGEMENT, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DENTAL365 401(K) PLAN, PREMIER CARE DENTAL MANAGEMENT, LLC

PREMIER CARE DENTAL MANAGEMENT, LLCEIN 46-0865358Plan #001PY 2019

3333 NEW HYDE PARK ROAD,, SUITE 414 - NEW HYDE PARK, NY 11042516-344-5746pcdentalmgmt.comLinkedIn1001-5000 employeeshospital & health care

Prospect flagsLow participationLow assets / participantFailed to transmit contributions

How to read this page

Total assets (EOY)

$2.3M

No prior year

Total participants

517

No prior year

Average account balance

$6,957

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 3,878 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,878 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$54.68M

Not enough data

1 years with asset history on file

Average account balance

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

$32K

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.

1,725

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.

80.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$13.37M

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

+26.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$130

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 10 of 13 by compensation

Provider	Service type	Compensation
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931	Recordkeeping	$8,953
AMERICAN FUNDS1+ years Service code 28 · EIN 95-1411037	Investment Management	$0
BLACKROCK1+ years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663	Investment Management	$0
DIMENSIONAL FUND ADVISORS1+ years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812	Investment Management	$0
EAGLEASSET1+ years Service code 28 · EIN 59-3171014	Investment Management	$0
JANUS HENDERSON1+ years Filed as: JANUS FUNDS Service code 28 · EIN 43-1804048	Investment Management	$0
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428	Investment Management	$0
LORD ABBETT1+ years Service code 28 · EIN 13-3731507	Investment Management	$0
PRUDENTIAL RETIREMENT INSURANCE AND1+ years Filed as: PRUDENTIAL JENNISON Service code 28 · EIN 22-3703799	Investment Management	$0
WILLIS TOWERS WATSON US LLC1+ years Filed as: SCHWABE, WILLIAMSON & WYATT Service code 28 1211 SOUTHWEST 5TH AVE., SUITE 1900 · PORTLAND, OR 97204	Investment Management	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3D3H

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$9K

$18 / participant

Other / not subdivided$9K100.0%

% of EOY assets

0.395%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: DAVIS, WARD & HOCHMAN, LLP
Auditor EIN: 200494412
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$6,957

$62,928-88.9%

$172,752-96.0%

$67,579-89.7%

Participation rate

61.0%

64.5%-3.4pp

82.6%-21.6pp

71.3%-10.3pp

Annual return

0.00%

30.36%-30.4pp

802.97%-803.0pp

378.56%-378.6pp

Employer contribution / active EE

$1,284

$1,636-21.5%

$5,144-75.0%

$2,148-40.2%

Participant deferral / active EE

$2,898

$2,145+35.1%

$5,198-44.2%

$3,539-18.1%

Admin fee / account holder

$27

$167-83.5%

$13,955-99.8%

$142-80.7%

Provider

Service type

Compensation

T ROWE PRICE RPS INC1+ years

Filed as: T. ROWE PRICE RPS, INC.

Service code 15 · EIN 52-1309931

Recordkeeping

$8,953

AMERICAN FUNDS1+ years

Service code 28 · EIN 95-1411037

Investment Management

BLACKROCK1+ years

Filed as: BLACKROCK FUNDS

Service code 28 · EIN 04-6171663

Investment Management

DIMENSIONAL FUND ADVISORS1+ years

Filed as: DIMENSIONAL FUNDS

Service code 28 · EIN 95-4470812

Investment Management

EAGLEASSET1+ years

Service code 28 · EIN 59-3171014

Investment Management

JANUS HENDERSON1+ years

Filed as: JANUS FUNDS

Service code 28 · EIN 43-1804048

Investment Management

MORGAN STANLEY SMITH BARNEY1+ years

Filed as: JP MORGAN FUNDS

Service code 28 · EIN 13-2624428

Investment Management

LORD ABBETT1+ years

Service code 28 · EIN 13-3731507

Investment Management

PRUDENTIAL RETIREMENT INSURANCE AND1+ years

Filed as: PRUDENTIAL JENNISON

Service code 28 · EIN 22-3703799

Investment Management

WILLIS TOWERS WATSON US LLC1+ years

Filed as: SCHWABE, WILLIAMSON & WYATT

Service code 28

1211 SOUTHWEST 5TH AVE., SUITE 1900 · PORTLAND, OR 97204

Investment Management

DENTAL365 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DENTAL365 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