Retirement plan

AMERICAN BOARD OF DENTAL EXAMINERS 401(K) PLAN

Name: NORTHEAST REGIONAL BOARD OF DENT - AMERICAN BOARD OF DENTAL EXAMINERS 401(K) PLAN (2025) Form 5500
Creator: NORTHEAST REGIONAL BOARD OF DENT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMERICAN BOARD OF DENTAL EXAMINERS 401(K) PLAN, NORTHEAST REGIONAL BOARD OF DENT

NORTHEAST REGIONAL BOARD OF DENTEIN 52-0894780Plan #001PY 2025

1304 CONCOURSE DRIVE, SUITE 100 - LINTHICUM, MD 21090443-270-3075

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$8.8M

+25.8% from 2024

Total participants

-1.7% from 2024

Average account balance

$150,992

+27.9% from 2024

Annual return

18.23%

+3.14 pp from 2024

Benchmarks

See 3,018 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort3,018 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.76M

Not enough data

1 years with asset history on file

Average account balance

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

$151K

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.

128.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$886K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+18.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6279

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

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

$364K

$8093 / participant

Other / not subdivided$364K100.0%

% of EOY assets

4.158%

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

$150,992

$48,011+214.5%

$63,803+136.7%

$82,637+82.7%

Participation rate

97.8%

66.6%+31.2pp

72.7%+25.1pp

68.1%+29.7pp

Annual return

18.23%

19.84%-1.6pp

543.72%-525.5pp

53.51%-35.3pp

Employer contribution / active EE

$10,960

$1,904+475.7%

$2,532+332.8%

$2,552+329.4%

Participant deferral / active EE

$8,729

$2,846+206.7%

$3,843+127.1%

$4,126+111.6%

Admin fee / account holder

$6,279

$3,873+62.1%

$5,196+20.8%

$7,339-14.4%

AMERICAN BOARD OF DENTAL EXAMINERS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMERICAN BOARD OF DENTAL EXAMINERS 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