Retirement plan

TRIDENT DENTAL PARTNERS LLC 401(K) PROFIT SHARING PLAN

Name: TRIDENT DENTAL PARTNERS LLC - TRIDENT DENTAL PARTNERS LLC 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: TRIDENT DENTAL PARTNERS LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRIDENT DENTAL PARTNERS LLC 401(K) PROFIT SHARING PLAN, TRIDENT DENTAL PARTNERS LLC

TRIDENT DENTAL PARTNERS LLCEIN 47-5318072Plan #001PY 2019

6335 DORCHESTER ROAD - NORTH CHARLESTON, SC 29418843-735-8695LinkedIn11-50 employeesmedical practice

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$438K

+75.5% from 2018

Total participants

+5.6% from 2018

Average account balance

$21,924

+40.4% from 2018

Annual return

24.32%

+37.07 pp from 2018

Benchmarks

See 18,452 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,452 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.29M

Not enough data

1 years with asset history on file

Average account balance

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

$43K

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.

76.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$272K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+14.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10360

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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$4K

$109 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.823%

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

$21,924

$85,171-74.3%

$172,752-87.3%

$72,975-70.0%

Participation rate

45.5%

70.1%-24.6pp

82.6%-37.2pp

69.5%-24.0pp

Annual return

24.32%

27.32%-3.0pp

802.97%-778.7pp

81.01%-56.7pp

Employer contribution / active EE

$1,212

$3,324-63.5%

$5,144-76.4%

$2,440-50.3%

Participant deferral / active EE

$2,677

$3,260-17.9%

$5,198-48.5%

$3,608-25.8%

Admin fee / account holder

$180

$5,880-96.9%

$13,955-98.7%

$5,124-96.5%

TRIDENT DENTAL PARTNERS LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRIDENT DENTAL PARTNERS LLC 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