Retirement plan

RITA V. PATEL, DDS, INC. 401(K) PLAN

Name: RITA PATEL, DDS, INC. - RITA V. PATEL, DDS, INC. 401(K) PLAN (2025) Form 5500
Creator: RITA PATEL, DDS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RITA V. PATEL, DDS, INC. 401(K) PLAN, RITA PATEL, DDS, INC.

RITA PATEL, DDS, INC.EIN 75-3062615Plan #002PY 2025

4950 SAN BERNARDINO STREET, UNIT 102 - MONTCLAIR, CA 91763909-624-7222LinkedIn1-10 employeesmedical practice

Prospect flagsLow returnsLow fidelity bond

How to read this page

Total assets (EOY)

$1.5M

+27.0% from 2024

Total participants

0.0% from 2024

Average account balance

$161,458

+27.0% from 2024

Annual return

6.02%

+30.53 pp from 2024

Benchmarks

See 79,137 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort79,137 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.45M

Not enough data

1 years with asset history on file

Average account balance

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

$161K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$240K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$27K

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

+6.02%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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 returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$161,458

$172,111-6.2%

$150,298+7.4%

$137,256+17.6%

Participation rate

100.0%

81.7%+18.3pp

77.8%+22.2pp

80.0%+20.0pp

Annual return

6.02%

69.37%-63.4pp

62.79%-56.8pp

220.34%-214.3pp

Employer contribution / active EE

$13,108

$4,636+182.7%

$4,154+215.5%

$4,156+215.4%

Participant deferral / active EE

$13,578

$6,166+120.2%

$5,453+149.0%

$6,407+111.9%

Admin fee / account holder

$16,471-100.0%

$14,116-100.0%

$12,270-100.0%

RITA V. PATEL, DDS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

RITA V. PATEL, DDS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion