Retirement plan

CRANBERRY PEDIATRIC DENTISTRY, P.C. 401(K) PLAN

Name: CRANBERRY PEDIATRIC DENTISTRY, P.C. - CRANBERRY PEDIATRIC DENTISTRY, P.C. 401(K) PLAN (2025) Form 5500
Creator: CRANBERRY PEDIATRIC DENTISTRY, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CRANBERRY PEDIATRIC DENTISTRY, P.C. 401(K) PLAN, CRANBERRY PEDIATRIC DENTISTRY, P.C.

CRANBERRY PEDIATRIC DENTISTRY, P.C.EIN 83-1578507Plan #001PY 2025

20421 ROUTE 19, SUITE 205 - CRANBERRY TOWNSHIP, PA 16066724-776-1228cranberrypediatricdentistry.comLinkedIn1-10 employeesmedical practice

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$322K

+37.8% from 2024

Total participants

-22.2% from 2024

Average account balance

$80,386

+37.8% from 2024

Annual return

19.62%

+4.27 pp from 2024

Benchmarks

See 79,137 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort79,137 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$322K

Not enough data

1 years with asset history on file

Average account balance

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

$80K

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.

57.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$42K

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

+19.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20

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

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).

Expense breakdown

Schedule H Part II

Admin total

$80

$11 / participant

Other / not subdivided$80100.0%

% of EOY assets

0.025%

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

$80,386

$172,111-53.3%

$150,298-46.5%

$137,256-41.4%

Participation rate

57.1%

81.7%-24.6pp

77.8%-20.6pp

80.0%-22.8pp

Annual return

19.62%

69.37%-49.8pp

62.79%-43.2pp

220.34%-200.7pp

Employer contribution / active EE

$1,856

$4,636-60.0%

$4,154-55.3%

$4,156-55.3%

Participant deferral / active EE

$4,209

$6,166-31.7%

$5,453-22.8%

$6,407-34.3%

Admin fee / account holder

$20

$16,471-99.9%

$14,116-99.9%

$12,270-99.8%

CRANBERRY PEDIATRIC DENTISTRY, P.C. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CRANBERRY PEDIATRIC DENTISTRY, P.C. 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