Retirement plan

HOWENSTEIN DENTAL LLC 401 K PROFIT SHARING PLAN TRUST

Name: HOWENSTEIN DENTAL LLC - HOWENSTEIN DENTAL LLC 401 K PROFIT SHARING PLAN TRUST (2017) Form 5500
Creator: HOWENSTEIN DENTAL LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HOWENSTEIN DENTAL LLC 401 K PROFIT SHARING PLAN TRUST, HOWENSTEIN DENTAL LLC

HOWENSTEIN DENTAL LLCEIN 47-3003541Plan #001PY 2017

10606 LINCOLN TRL - FAIRVIEW HEIGHTS, IL 622081900618-397-6420howensteindentalil.comLinkedIn1-10 employeesmedical practice

Prospect flagsLow returnsLow fidelity bond

How to read this page

Total assets (EOY)

$667K

+30.9% from 2016

Total participants

-5.3% from 2016

Average account balance

$44,439

+30.9% from 2016

Annual return

3.50%

+1.31 pp from 2016

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.21M

Not enough data

1 years with asset history on file

Average account balance

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

$111K

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.

181.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$157K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+12.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1144

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 codes2E2F2G2J2T3D

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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
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

$65

$4 / participant

Other / not subdivided$65100.0%

% of EOY assets

0.010%

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

$44,439

$198,457-77.6%

$170,435-73.9%

$147,586-69.9%

Participation rate

82.4%

88.0%-5.6pp

83.6%-1.2pp

82.8%-0.5pp

Annual return

3.50%

257.30%-253.8pp

205.94%-202.4pp

578.59%-575.1pp

Employer contribution / active EE

$3,667

$6,183-40.7%

$5,432-32.5%

$4,876-24.8%

Participant deferral / active EE

$4,533

$5,629-19.5%

$4,939-8.2%

$5,439-16.6%

Admin fee / account holder

$16,852-100.0%

$13,881-100.0%

$10,886-100.0%

HOWENSTEIN DENTAL LLC 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HOWENSTEIN DENTAL LLC 401 K PROFIT SHARING PLAN TRUST

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