Retirement plan

PARK AVENUE DENTAL PROFESSIONALS RETIREMENT PLAN

Name: MEGGAN L. RUTLEDGE, DDS, PC - PARK AVENUE DENTAL PROFESSIONALS RETIREMENT PLAN (2025) Form 5500
Creator: MEGGAN L. RUTLEDGE, DDS, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PARK AVENUE DENTAL PROFESSIONALS RETIREMENT PLAN, MEGGAN L. RUTLEDGE, DDS, PC

MEGGAN L. RUTLEDGE, DDS, PCEIN 81-2471813Plan #001PY 2025

1001 W. PARK AVENUE - LIBERTYVILLE, IL 60048815-529-7261

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$389K

+38.3% from 2024

Total participants

+14.3% from 2024

Average account balance

$64,879

-7.8% from 2024

Annual return

21.86%

+8.22 pp from 2024

Benchmarks

See 45,380 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort45,380 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$389K

Not enough data

1 years with asset history on file

Average account balance

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

$65K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$46K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+21.86%

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 codes2E2F2H2J3D

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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$64,879

$185,312-65.0%

$161,489-59.8%

$154,746-58.1%

Participation rate

50.0%

82.5%-32.5pp

78.7%-28.7pp

80.7%-30.7pp

Annual return

21.86%

103.84%-82.0pp

89.72%-67.9pp

172.34%-150.5pp

Employer contribution / active EE

$3,689

$4,769-22.6%

$4,268-13.6%

$4,379-15.8%

Participant deferral / active EE

$7,908

$6,350+24.5%

$5,630+40.5%

$6,730+17.5%

Admin fee / account holder

$18,654-100.0%

$16,006-100.0%

$14,365-100.0%

PARK AVENUE DENTAL PROFESSIONALS RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PARK AVENUE DENTAL PROFESSIONALS RETIREMENT 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