Retirement plan

NEWHOUSE PERIODONTICS LLC 401(K) PROFIT SHARING PLAN & TRUST

Name: NEWHOUSE PERIODONTICS LLC - NEWHOUSE PERIODONTICS LLC 401(K) PROFIT SHARING PLAN & TRUST (2024) Form 5500
Creator: NEWHOUSE PERIODONTICS LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NEWHOUSE PERIODONTICS LLC 401(K) PROFIT SHARING PLAN & TRUST, NEWHOUSE PERIODONTICS LLC

NEWHOUSE PERIODONTICS LLCEIN 81-2178062Plan #001PY 2024

4731 COCHISE, SUITE 200 - INDEPENDENCE, MO 64055816-373-6800newhouseperio.comLinkedIn1-10 employeesmedical practice

Prospect flagsHigh feesLow employer contribution

How to read this page

Total assets (EOY)

$465K

+18.1% from 2023

Total participants

+50.0% from 2023

Average account balance

$51,699

+5.0% from 2023

Annual return

16.33%

-6.74 pp from 2023

Benchmarks

See 109,298 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,298 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$465K

Not enough data

1 years with asset history on file

Average account balance

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

$52K

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.

90.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$44K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+16.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4273

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 codes2E2F2G2J2T3D3B3H

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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

$38K

$3846 / participant

Other / not subdivided$38K100.0%

% of EOY assets

8.265%

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

$51,699

$183,516-71.8%

$155,534-66.8%

$145,884-64.6%

Participation rate

70.0%

82.7%-12.7pp

78.2%-8.2pp

80.3%-10.3pp

Annual return

16.33%

61.43%-45.1pp

64.92%-48.6pp

551.85%-535.5pp

Employer contribution / active EE

$820

$5,315-84.6%

$4,675-82.5%

$4,662-82.4%

Participant deferral / active EE

$3,594

$6,467-44.4%

$5,630-36.2%

$6,690-46.3%

Admin fee / account holder

$4,273

$19,293-77.9%

$15,900-73.1%

$13,392-68.1%

NEWHOUSE PERIODONTICS LLC 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NEWHOUSE PERIODONTICS LLC 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