Retirement plan

W. BRIAN COOK, DMD, PLLC, PROFIT SHARING AND 401(K) PLAN

Name: W. BRIAN COOK, DMD, PLLC - W. BRIAN COOK, DMD, PLLC, PROFIT SHARING AND 401(K) PLAN (2025) Form 5500
Creator: W. BRIAN COOK, DMD, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, W. BRIAN COOK, DMD, PLLC, PROFIT SHARING AND 401(K) PLAN, W. BRIAN COOK, DMD, PLLC

W. BRIAN COOK, DMD, PLLCEIN 46-4503774Plan #001PY 2025

4122 SHELBYVILLE ROAD, SUITE 100 - LOUISVILLE, KY 402073242502-897-5555

Prospect flagsLow returnsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$1.7M

+2.8% from 2024

Total participants

-25.0% from 2024

Average account balance

$576,847

+37.0% from 2024

Annual return

3.97%

-2.82 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

$1.73M

Not enough data

1 years with asset history on file

Average account balance

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

$577K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$40K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+3.97%

Not enough data

1 years with return on file

Admin fee / account holder

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

$19947

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 codes2E2G2J2R

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$60K

$19947 / participant

Other / not subdivided$60K100.0%

% of EOY assets

3.458%

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

$576,847

$174,379+230.8%

$152,093+279.3%

$138,895+315.3%

Participation rate

100.0%

81.6%+18.4pp

77.8%+22.2pp

79.9%+20.1pp

Annual return

3.97%

74.86%-70.9pp

66.36%-62.4pp

145.39%-141.4pp

Employer contribution / active EE

$2,881

$4,652-38.1%

$4,175-31.0%

$4,194-31.3%

Participant deferral / active EE

$10,333

$6,159+67.8%

$5,451+89.6%

$6,396+61.6%

Admin fee / account holder

$19,947

$16,880+18.2%

$14,497+37.6%

$12,562+58.8%

W. BRIAN COOK, DMD, PLLC, PROFIT SHARING AND 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

W. BRIAN COOK, DMD, PLLC, PROFIT SHARING AND 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