Retirement plan

BRIAN L. HOCHSTEIN, D.D.S., P.A. 401(K) PLAN

Name: BRIAN L. HOCHSTEIN, D.D.S., P.A. - BRIAN L. HOCHSTEIN, D.D.S., P.A. 401(K) PLAN (2024) Form 5500
Creator: BRIAN L. HOCHSTEIN, D.D.S., P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRIAN L. HOCHSTEIN, D.D.S., P.A. 401(K) PLAN, BRIAN L. HOCHSTEIN, D.D.S., P.A.

BRIAN L. HOCHSTEIN, D.D.S., P.A.EIN 75-2673238Plan #001PY 2024

2244 S. BUCKNER BLVD., STE C - DALLAS, TX 752278578214-381-0663smileteam4kids.comLinkedIn11-50 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.1M

+23.1% from 2023

Total participants

0.0% from 2023

Average account balance

$191,732

+23.1% from 2023

Annual return

24.76%

+6.26 pp from 2023

Benchmarks

See 109,210 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,210 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.11M

Not enough data

1 years with asset history on file

Average account balance

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

$192K

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.

183.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$29K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+24.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5273

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

$58K

$9667 / participant

Other / not subdivided$58K100.0%

% of EOY assets

2.750%

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

$191,732

$183,539+4.5%

$155,556+23.3%

$145,897+31.4%

Participation rate

100.0%

82.7%+17.3pp

78.2%+21.8pp

80.3%+19.7pp

Annual return

24.76%

61.31%-36.5pp

64.84%-40.1pp

552.29%-527.5pp

Employer contribution / active EE

$1,722

$5,315-67.6%

$4,675-63.2%

$4,663-63.1%

Participant deferral / active EE

$3,058

$6,467-52.7%

$5,631-45.7%

$6,689-54.3%

Admin fee / account holder

$5,273

$19,275-72.6%

$15,885-66.8%

$13,390-60.6%

BRIAN L. HOCHSTEIN, D.D.S., P.A. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BRIAN L. HOCHSTEIN, D.D.S., P.A. 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