Retirement plan

DENTAL SURGICENTER OF LOUISVILLE, INC. RETIREMENT SAVINGS PLAN

Name: DENTAL SURGICENTER OF LOUISVILLE, INC. - DENTAL SURGICENTER OF LOUISVILLE, INC. RETIREMENT SAVINGS PLAN (2024) Form 5500
Creator: DENTAL SURGICENTER OF LOUISVILLE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DENTAL SURGICENTER OF LOUISVILLE, INC. RETIREMENT SAVINGS PLAN, DENTAL SURGICENTER OF LOUISVILLE, INC.

DENTAL SURGICENTER OF LOUISVILLE, INC.EIN 46-4672803Plan #001PY 2024

2800 CANNONS LANE, SUITE 200 - LOUISVILLE, KY 40205502-905-3542LinkedIn1-10 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.5M

No prior year

Total participants

No prior year

Average account balance

$62,258

No prior year

Annual return

12.65%

No prior year

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

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 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

Not enough data

0 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

+2.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes3D2E2J2G2F2T

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.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$2.2M

$157492 / participant

Other / not subdivided$2M100.0%

% of EOY assets

88.539%

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

$62,258

$183,592-66.1%

$155,574-60.0%

$145,877-57.3%

Participation rate

78.6%

82.7%-4.1pp

78.2%+0.4pp

80.3%-1.7pp

Annual return

12.65%

61.37%-48.7pp

64.87%-52.2pp

551.28%-538.6pp

Employer contribution / active EE

$6,999

$5,317+31.6%

$4,676+49.7%

$4,663+50.1%

Participant deferral / active EE

$9,951

$6,466+53.9%

$5,629+76.8%

$6,691+48.7%

Admin fee / account holder

$55,122

$19,316+185.4%

$15,914+246.4%

$13,402+311.3%

DENTAL SURGICENTER OF LOUISVILLE, INC. RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DENTAL SURGICENTER OF LOUISVILLE, INC. RETIREMENT SAVINGS 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