Retirement plan

AMERICAN DENTAL NETWORK, LLC 401(K) PROFIT SHARING PLAN

Name: AMERICAN DENTAL NETWORK, LLC - AMERICAN DENTAL NETWORK, LLC 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: AMERICAN DENTAL NETWORK, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMERICAN DENTAL NETWORK, LLC 401(K) PROFIT SHARING PLAN, AMERICAN DENTAL NETWORK, LLC

AMERICAN DENTAL NETWORK, LLCEIN 46-4257829Plan #001PY 2018

8037 SARGENT RIDGE, SUITE A - INDIANAPOLIS, IN 46256317-842-2273amdentnetwork.comLinkedIn51-200 employeesmanagement consulting

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$984K

+3.8% from 2017

Total participants

-22.7% from 2017

Average account balance

$57,877

-20.6% from 2017

Annual return

-5.50%

-20.46 pp from 2017

Benchmarks

See 105,561 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,561 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.65M

Not enough data

1 years with asset history on file

Average account balance

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

$39K

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.

154.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$351K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+14.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1234

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$4K

$257 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.365%

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

$57,877

$180,462-67.9%

$154,111-62.4%

$135,379-57.2%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

-5.50%

888.17%-893.7pp

735.18%-740.7pp

519.79%-525.3pp

Employer contribution / active EE

$2,295

$6,036-62.0%

$5,298-56.7%

$4,779-52.0%

Participant deferral / active EE

$4,245

$5,806-26.9%

$5,081-16.5%

$5,609-24.3%

Admin fee / account holder

$211

$16,145-98.7%

$13,411-98.4%

$10,828-98.0%

AMERICAN DENTAL NETWORK, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMERICAN DENTAL NETWORK, 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