Retirement plan

TYLER DENTAL WORKS 401(K) PLAN

Name: THREE'S A CROWD, P.A., DBA TYLER DENTAL WORKS - TYLER DENTAL WORKS 401(K) PLAN (2024) Form 5500
Creator: THREE'S A CROWD, P.A., DBA TYLER DENTAL WORKS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TYLER DENTAL WORKS 401(K) PLAN, THREE'S A CROWD, P.A., DBA TYLER DENTAL WORKS

THREE'S A CROWD, P.A., DBA TYLER DENTAL WORKSEIN 46-4016919Plan #001PY 2024

926 N. GLENWOOD BOULEVARD - TYLER, TX 75702903-533-1111

Prospect flagsHigh feesLow assets / participant

How to read this page

Total assets (EOY)

$9K

-96.6% from 2023

Total participants

-95.2% from 2023

Average account balance

$8,760

-31.5% from 2023

Annual return

9.74%

-8.47 pp from 2023

Benchmarks

See 109,389 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,389 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9K

Not enough data

1 years with asset history on file

Average account balance

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

$9K

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+9.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

$283839

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 codes2E2F2G2J2T3D3H

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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$284K

Other / not subdivided$284K100.0%

% of EOY assets

3240.171%

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

$8,760

$183,592-95.2%

$155,574-94.4%

$145,877-94.0%

Participation rate

0.0%

82.7%-82.7pp

78.2%-78.2pp

80.3%-80.3pp

Annual return

9.74%

61.37%-51.6pp

64.87%-55.1pp

551.28%-541.5pp

Employer contribution / active EE

$5,317-100.0%

$4,676-100.0%

$4,663-100.0%

Participant deferral / active EE

$6,466-100.0%

$5,629-100.0%

$6,691-100.0%

Admin fee / account holder

$283,839

$19,316+1369.5%

$15,914+1683.6%

$13,402+2017.9%

TYLER DENTAL WORKS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TYLER DENTAL WORKS 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