Retirement plan

VERONICA J. TURNER, DDS, LLC 401(K) PROFIT SHARING PLAN

Name: VERONICA J. TURNER, DDS, LLC - VERONICA J. TURNER, DDS, LLC 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: VERONICA J. TURNER, DDS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VERONICA J. TURNER, DDS, LLC 401(K) PROFIT SHARING PLAN, VERONICA J. TURNER, DDS, LLC

VERONICA J. TURNER, DDS, LLCEIN 46-2579465Plan #001PY 2025

3280 MIDDLE ROAD - COLUMBUS, IN 47203812-376-9317veronicaturnerdds.comLinkedIn1-10 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$482K

+14.1% from 2024

Total participants

0.0% from 2024

Average account balance

$80,306

+14.1% from 2024

Annual return

12.04%

+0.57 pp from 2024

Benchmarks

See 66,971 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort66,971 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$482K

Not enough data

1 years with asset history on file

Average account balance

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

$80K

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

$31K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+12.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4427

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 codes2E2F2J3B3D

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).
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

$27K

$5313 / participant

Other / not subdivided$27K100.0%

% of EOY assets

5.513%

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

$80,306

$174,379-53.9%

$152,093-47.2%

$138,895-42.2%

Participation rate

80.0%

81.6%-1.6pp

77.8%+2.2pp

79.9%+0.1pp

Annual return

12.04%

74.86%-62.8pp

66.36%-54.3pp

145.39%-133.4pp

Employer contribution / active EE

$944

$4,652-79.7%

$4,175-77.4%

$4,194-77.5%

Participant deferral / active EE

$5,224

$6,159-15.2%

$5,451-4.2%

$6,396-18.3%

Admin fee / account holder

$4,427

$16,880-73.8%

$14,497-69.5%

$12,562-64.8%

VERONICA J. TURNER, DDS, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VERONICA J. TURNER, DDS, LLC 401(K) PROFIT SHARING 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