Retirement plan

ORTHODONTIC ASSOCIATES OF GREELEY, P.C. 401(K) PROFIT SHARING PLAN

Name: ORTHODONTIC ASSOCIATES OF GREELEY, P.C. - ORTHODONTIC ASSOCIATES OF GREELEY, P.C. 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: ORTHODONTIC ASSOCIATES OF GREELEY, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ORTHODONTIC ASSOCIATES OF GREELEY, P.C. 401(K) PROFIT SHARING PLAN, ORTHODONTIC ASSOCIATES OF GREELEY, P.C.

ORTHODONTIC ASSOCIATES OF GREELEY, P.C.EIN 84-0685195Plan #001PY 2025

3400 WEST 16TH ST., BLDG. 4-V - GREELEY, CO 80634970-356-5900drbradsmiles.comLinkedIn1-10 employeesmedical practice

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$3.4M

+17.8% from 2024

Total participants

0.0% from 2024

Average account balance

$671,855

+17.8% from 2024

Annual return

17.23%

+3.39 pp from 2024

Benchmarks

See 66,971 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort66,971 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.36M

Not enough data

1 years with asset history on file

Average account balance

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

$672K

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

$15K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+17.23%

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 codes2E2J3D

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.
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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$11

$2 / participant

Other / not subdivided$11100.0%

% of EOY assets

0.000%

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

$671,855

$174,379+285.3%

$152,093+341.7%

$138,895+383.7%

Participation rate

100.0%

81.6%+18.4pp

77.8%+22.2pp

79.9%+20.1pp

Annual return

17.23%

74.86%-57.6pp

66.36%-49.1pp

145.39%-128.2pp

Employer contribution / active EE

$1,194

$4,652-74.3%

$4,175-71.4%

$4,194-71.5%

Participant deferral / active EE

$1,812

$6,159-70.6%

$5,451-66.8%

$6,396-71.7%

Admin fee / account holder

$16,880-100.0%

$14,497-100.0%

$12,562-100.0%

ORTHODONTIC ASSOCIATES OF GREELEY, P.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ORTHODONTIC ASSOCIATES OF GREELEY, P.C. 401(K) PROFIT SHARING 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