Retirement plan

SHEN DDS DENTAL CORPORATION RETIREMENT PLAN

Name: SHEN DDS DENTAL CORPORATION - SHEN DDS DENTAL CORPORATION RETIREMENT PLAN (2025) Form 5500
Creator: SHEN DDS DENTAL CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SHEN DDS DENTAL CORPORATION RETIREMENT PLAN, SHEN DDS DENTAL CORPORATION

SHEN DDS DENTAL CORPORATIONEIN 46-3477601Plan #001PY 2025

20410 TOWN CENTER LN., STE.# 190 - CUPERTINO, CA 95014408-899-4333cupertinoimplantsandgumsurgery.comLinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#002Retirement-$842K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$478K

+36.1% from 2024

Total participants

0.0% from 2024

Average account balance

$95,569

+36.1% from 2024

Annual return

19.01%

+4.56 pp from 2024

Benchmarks

See 32,735 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort32,735 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$478K

Not enough data

1 years with asset history on file

Average account balance

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

$96K

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.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$60K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+19.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

$28

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$140

$47 / participant

Other / not subdivided$140100.0%

% of EOY assets

0.029%

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

$95,569

$181,062-47.2%

$158,223-39.6%

$155,188-38.4%

Participation rate

100.0%

82.7%+17.3pp

79.2%+20.8pp

80.8%+19.2pp

Annual return

19.01%

57.39%-38.4pp

52.09%-33.1pp

148.84%-129.8pp

Employer contribution / active EE

$3,717

$4,565-18.6%

$4,109-9.5%

$4,248-12.5%

Participant deferral / active EE

$16,317

$6,134+166.0%

$5,467+198.5%

$6,531+149.8%

Admin fee / account holder

$28

$18,825-99.9%

$16,047-99.8%

$14,480-99.8%

SHEN DDS DENTAL CORPORATION RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SHEN DDS DENTAL CORPORATION RETIREMENT 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