Retirement plan

DDS ENTERPRISES LLC 401(K) PLAN

Name: DDS ENTERPRISES LLC - DDS ENTERPRISES LLC 401(K) PLAN (2023) Form 5500
Creator: DDS ENTERPRISES LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DDS ENTERPRISES LLC 401(K) PLAN, DDS ENTERPRISES LLC

DDS ENTERPRISES LLCEIN 72-1054777Plan #001PY 2023

87 PICKERING RD. - COLLINS, MS 39428601-765-0601ddsent.comLinkedIn51-200 employeesoil & energy

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$369K

No prior year

Total participants

116

No prior year

Average account balance

$4,451

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 3,254 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants100-249

Cohort3,254 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.00M

Not enough data

1 years with asset history on file

Average account balance

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

$13K

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.

65.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$302K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+17.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2335

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 codes2E2J2F2G3D2T

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 participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$10K

$82 / participant

Other / not subdivided$10K100.0%

% of EOY assets

2.587%

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

$4,451

$76,669-94.2%

$96,520-95.4%

$71,495-93.8%

Participation rate

71.6%

66.6%+5.0pp

74.3%-2.8pp

67.9%+3.6pp

Annual return

0.00%

48.29%-48.3pp

35.72%-35.7pp

28.85%-28.9pp

Employer contribution / active EE

$1,344

$3,031-55.7%

$3,739-64.1%

$2,589-48.1%

Participant deferral / active EE

$1,558

$3,771-58.7%

$4,879-68.1%

$4,291-63.7%

Admin fee / account holder

$115

$2,028-94.3%

$6,733-98.3%

$1,588-92.7%

DDS ENTERPRISES LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DDS ENTERPRISES LLC 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