Retirement plan

SOUTH COURT DENTAL MEDICINE, LLC 401(K) PROFIT SHARING PLAN AND TRUST

Name: SOUTH COURT DENTAL MEDICINE, LLC - SOUTH COURT DENTAL MEDICINE, LLC 401(K) PROFIT SHARING PLAN AND TRUST (2025) Form 5500
Creator: SOUTH COURT DENTAL MEDICINE, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SOUTH COURT DENTAL MEDICINE, LLC 401(K) PROFIT SHARING PLAN AND TRUST, SOUTH COURT DENTAL MEDICINE, LLC

SOUTH COURT DENTAL MEDICINE, LLCEIN 81-1852860Plan #001PY 2025

1063 SOUTH COURT STREET - MEDINA, OH 44256330-725-0581southcourtdental.comLinkedIn1-10 employeeshealth, wellness and fitness

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$780K

+29.6% from 2024

Total participants

+16.7% from 2024

Average account balance

$86,613

+29.6% from 2024

Annual return

14.63%

+3.48 pp from 2024

Benchmarks

See 66,971 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort66,971 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$780K

Not enough data

1 years with asset history on file

Average account balance

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

$87K

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.

69.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$90K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+14.63%

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 codes2E2F2G2J2R3D

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.
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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

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

$86,613

$174,379-50.3%

$152,093-43.1%

$138,895-37.6%

Participation rate

61.5%

81.6%-20.1pp

77.8%-16.2pp

79.9%-18.4pp

Annual return

14.63%

74.86%-60.2pp

66.36%-51.7pp

145.39%-130.8pp

Employer contribution / active EE

$1,594

$4,652-65.7%

$4,175-61.8%

$4,194-62.0%

Participant deferral / active EE

$5,340

$6,159-13.3%

$5,451-2.1%

$6,396-16.5%

Admin fee / account holder

$16,880-100.0%

$14,497-100.0%

$12,562-100.0%

SOUTH COURT DENTAL MEDICINE, LLC 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SOUTH COURT DENTAL MEDICINE, LLC 401(K) PROFIT SHARING PLAN AND TRUST

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