Retirement plan

CORDOVA ORAL, FACIAL AND IMPLANT SURGERY 401(K) PLAN

Name: CORDOVA ORAL, FACIAL AND IMPLANT SURGERY, PLLLC - CORDOVA ORAL, FACIAL AND IMPLANT SURGERY 401(K) PLAN (2021) Form 5500
Creator: CORDOVA ORAL, FACIAL AND IMPLANT SURGERY, PLLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CORDOVA ORAL, FACIAL AND IMPLANT SURGERY 401(K) PLAN, CORDOVA ORAL, FACIAL AND IMPLANT SURGERY, PLLLC

CORDOVA ORAL, FACIAL AND IMPLANT SURGERY, PLLLCEIN 46-4431352Plan #001PY 2021

915 WILLOW TREE CIRCLE - CORDOVA, TN 38018901-755-6724cordovaoralsurgery.comLinkedIn11-50 employees

Other plans on this EIN

1 filing

#002Retirement-$418K assets

Prospect flagsHigh feesLow assets / participant

How to read this page

Total assets (EOY)

$216K

+32.4% from 2020

Total participants

0.0% from 2020

Average account balance

$21,619

+32.4% from 2020

Annual return

10.54%

+5.35 pp from 2020

Benchmarks

See 103,200 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort103,200 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$330K

Not enough data

1 years with asset history on file

Average account balance

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

$33K

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.

142.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$53K

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

+14.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2745

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 codes2E2F2T2G3B3D

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.
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.
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

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

$6K

$1265 / participant

Other / not subdivided$6K100.0%

% of EOY assets

2.926%

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

$21,619

$217,427-90.1%

$185,837-88.4%

$167,518-87.1%

Participation rate

100.0%

86.0%+14.0pp

81.7%+18.3pp

82.1%+17.9pp

Annual return

10.54%

148.39%-137.9pp

122.08%-111.5pp

478.71%-468.2pp

Employer contribution / active EE

$3,308

$5,874-43.7%

$5,168-36.0%

$4,838-31.6%

Participant deferral / active EE

$3,822

$6,357-39.9%

$5,568-31.4%

$6,342-39.7%

Admin fee / account holder

$633

$19,816-96.8%

$16,241-96.1%

$12,312-94.9%

CORDOVA ORAL, FACIAL AND IMPLANT SURGERY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CORDOVA ORAL, FACIAL AND IMPLANT SURGERY 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