Retirement plan

CREATING BEAUTIFUL SMILES 401(K) PLAN AND TRUST

Name: CREATING BEAUTIFUL SMILES SC - CREATING BEAUTIFUL SMILES 401(K) PLAN AND TRUST (2024) Form 5500
Creator: CREATING BEAUTIFUL SMILES SC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CREATING BEAUTIFUL SMILES 401(K) PLAN AND TRUST, CREATING BEAUTIFUL SMILES SC

CREATING BEAUTIFUL SMILES SCEIN 81-3653025Plan #002PY 2024

5525 GREEN BAY ROAD - KENOSHA, WI 53144262-657-2060LinkedIn1-10 employeesmedical practice

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$1.4M

+13.4% from 2023

Total participants

+6.7% from 2023

Average account balance

$84,920

+6.3% from 2023

Annual return

7.67%

-0.40 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

$1.36M

Not enough data

1 years with asset history on file

Average account balance

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

$85K

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

$72K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+7.67%

Not enough data

1 years with return on file

Admin fee / account holder

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

$217

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 codes2E2G2J

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.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$3K

$289 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.255%

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

$84,920

$183,539-53.7%

$155,556-45.4%

$145,897-41.8%

Participation rate

100.0%

82.7%+17.3pp

78.2%+21.8pp

80.3%+19.7pp

Annual return

7.67%

61.31%-53.6pp

64.84%-57.2pp

552.29%-544.6pp

Employer contribution / active EE

$1,993

$5,315-62.5%

$4,675-57.4%

$4,663-57.3%

Participant deferral / active EE

$4,025

$6,467-37.8%

$5,631-28.5%

$6,689-39.8%

Admin fee / account holder

$217

$19,275-98.9%

$15,885-98.6%

$13,390-98.4%

CREATING BEAUTIFUL SMILES 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CREATING BEAUTIFUL SMILES 401(K) PLAN AND 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