Retirement plan

RIVER TOWN DENTAL 401(K) PLAN

Name: RIVER TOWN DENTAL LLC - RIVER TOWN DENTAL 401(K) PLAN (2024) Form 5500
Creator: RIVER TOWN DENTAL LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RIVER TOWN DENTAL 401(K) PLAN, RIVER TOWN DENTAL LLC

RIVER TOWN DENTAL LLCEIN 82-3650678Plan #001PY 2024

3143 STATE RD, STE 100 - LA CROSSE, WI 54601608-530-1522LinkedIn11-50 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.1M

+12.3% from 2023

Total participants

+2.0% from 2023

Average account balance

$102,811

+7.8% from 2023

Annual return

11.18%

-1.93 pp from 2023

Benchmarks

See 21,729 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort21,729 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.14M

Not enough data

1 years with asset history on file

Average account balance

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

$103K

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.

116.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$217K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+11.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3910

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 codes2E2F2G2J2T3D

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.
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

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

$195K

$4546 / participant

Other / not subdivided$195K100.0%

% of EOY assets

3.803%

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

$102,811

$81,276+26.5%

$155,574-33.9%

$80,925+27.0%

Participation rate

97.7%

66.2%+31.4pp

78.2%+19.5pp

67.7%+30.0pp

Annual return

11.18%

33.36%-22.2pp

64.87%-53.7pp

35.65%-24.5pp

Employer contribution / active EE

$2,340

$3,103-24.6%

$4,676-49.9%

$2,756-15.1%

Participant deferral / active EE

$2,708

$3,453-21.6%

$5,629-51.9%

$4,299-37.0%

Admin fee / account holder

$3,910

$7,993-51.1%

$15,914-75.4%

$6,940-43.7%

RIVER TOWN DENTAL 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RIVER TOWN DENTAL 401(K) PLAN

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