Retirement plan

WILLIAMSBURG ORTHODONTICS PLLC 401(K) PROFIT SHARING PLAN & TRUST

Name: WILLIAMSBURG ORTHODONTICS PLLC - WILLIAMSBURG ORTHODONTICS PLLC 401(K) PROFIT SHARING PLAN & TRUST (2025) Form 5500
Creator: WILLIAMSBURG ORTHODONTICS PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WILLIAMSBURG ORTHODONTICS PLLC 401(K) PROFIT SHARING PLAN & TRUST, WILLIAMSBURG ORTHODONTICS PLLC

WILLIAMSBURG ORTHODONTICS PLLCEIN 54-2046515Plan #001PY 2025

4097 IRONBOUND RD STE A - WILLIAMSBURG, VA 231882676757-876-1611williamsburgorthodontics.comLinkedIn1-10 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.3M

+10.4% from 2024

Total participants

-27.8% from 2024

Average account balance

$110,806

+56.3% from 2024

Annual return

12.98%

+4.78 pp from 2024

Benchmarks

See 32,735 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort32,735 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.33M

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.

92.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$149K

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

+12.98%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15895

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

$191K

$14673 / participant

Other / not subdivided$191K100.0%

% of EOY assets

14.345%

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

$110,806

$181,062-38.8%

$158,223-30.0%

$155,188-28.6%

Participation rate

92.3%

82.7%+9.7pp

79.2%+13.1pp

80.8%+11.5pp

Annual return

12.98%

57.39%-44.4pp

52.09%-39.1pp

148.84%-135.9pp

Employer contribution / active EE

$4,695

$4,565+2.9%

$4,109+14.3%

$4,248+10.5%

Participant deferral / active EE

$6,784

$6,134+10.6%

$5,467+24.1%

$6,531+3.9%

Admin fee / account holder

$15,895

$18,825-15.6%

$16,047-0.9%

$14,480+9.8%

WILLIAMSBURG ORTHODONTICS PLLC 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WILLIAMSBURG ORTHODONTICS PLLC 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