Retirement plan

S+D COHEN DENTAL CORP. 401(K) PROFIT SHARING PLAN

Name: S+D COHEN DENTAL CORP. - S+D COHEN DENTAL CORP. 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: S+D COHEN DENTAL CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, S+D COHEN DENTAL CORP. 401(K) PROFIT SHARING PLAN, S+D COHEN DENTAL CORP.

S+D COHEN DENTAL CORP.EIN 47-2781348Plan #001PY 2024

8920 WILSHIRE BLVD. STE 410 - BEVERLEY HILLS, CA 90211310-662-2360

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$513K

-9.2% from 2023

Total participants

-25.0% from 2023

Average account balance

$102,575

+27.1% from 2023

Annual return

10.83%

-3.04 pp from 2023

Benchmarks

See 109,298 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,298 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$513K

Not enough data

1 years with asset history on file

Average account balance

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

$103K

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.

83.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$67K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+10.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

$37300

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

2 tripped

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

$187K

$31084 / participant

Other / not subdivided$187K100.0%

% of EOY assets

36.364%

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

$102,575

$183,516-44.1%

$155,534-34.1%

$145,884-29.7%

Participation rate

83.3%

82.7%+0.6pp

78.2%+5.1pp

80.3%+3.0pp

Annual return

10.83%

61.43%-50.6pp

64.92%-54.1pp

551.85%-541.0pp

Employer contribution / active EE

$2,549

$5,315-52.0%

$4,675-45.5%

$4,662-45.3%

Participant deferral / active EE

$8,611

$6,467+33.2%

$5,630+52.9%

$6,690+28.7%

Admin fee / account holder

$37,300

$19,293+93.3%

$15,900+134.6%

$13,392+178.5%

S+D COHEN DENTAL CORP. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

S+D COHEN DENTAL CORP. 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