Retirement plan

SARATOGA ENDODONTIC CARE 401(K) PLAN

Name: STEPHAN VIGLIOTTI, DDS, LLC - SARATOGA ENDODONTIC CARE 401(K) PLAN (2024) Form 5500
Creator: STEPHAN VIGLIOTTI, DDS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SARATOGA ENDODONTIC CARE 401(K) PLAN, STEPHAN VIGLIOTTI, DDS, LLC

STEPHAN VIGLIOTTI, DDS, LLCEIN 83-1296032Plan #001PY 2024

540 MAPLE AVENUE - SARATOGA SPRINGS, NY 12866518-587-6457

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$212K

+105.1% from 2023

Total participants

0.0% from 2023

Average account balance

$53,066

+105.1% from 2023

Annual return

11.59%

-2.53 pp from 2023

Benchmarks

See 109,389 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,389 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$212K

Not enough data

1 years with asset history on file

Average account balance

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

$53K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$97K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$32K

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

+11.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$231

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 codes2E2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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 participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$922

$307 / participant

Other / not subdivided$922100.0%

% of EOY assets

0.434%

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

$53,066

$183,592-71.1%

$155,574-65.9%

$145,877-63.6%

Participation rate

100.0%

82.7%+17.3pp

78.2%+21.8pp

80.3%+19.7pp

Annual return

11.59%

61.37%-49.8pp

64.87%-53.3pp

551.28%-539.7pp

Employer contribution / active EE

$31,568

$5,317+493.7%

$4,676+575.1%

$4,663+577.0%

Participant deferral / active EE

$693

$6,466-89.3%

$5,629-87.7%

$6,691-89.6%

Admin fee / account holder

$231

$19,316-98.8%

$15,914-98.6%

$13,402-98.3%

SARATOGA ENDODONTIC CARE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SARATOGA ENDODONTIC CARE 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