Retirement plan

DTC EYE ASSOCIATES PC PROFIT SHARING PLAN

Name: DTC EYE ASSOCIATES, P.C. - DTC EYE ASSOCIATES PC PROFIT SHARING PLAN (2025) Form 5500
Creator: DTC EYE ASSOCIATES, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DTC EYE ASSOCIATES PC PROFIT SHARING PLAN, DTC EYE ASSOCIATES, P.C.

DTC EYE ASSOCIATES, P.C.EIN 84-0965070Plan #001PY 2025

8400 E. PRENTICE AVE., SUITE 1200 - GREENWOOD VILLAGE, CO 80111303-793-3000

Prospect flagsLow returnsHigh assets / participant

How to read this page

Total assets (EOY)

$2.7M

+12.1% from 2024

Total participants

0.0% from 2024

Average account balance

$541,742

-10.3% from 2024

Annual return

9.71%

-0.44 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

$2.71M

Not enough data

1 years with asset history on file

Average account balance

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

$542K

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

$57K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+9.71%

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 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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$541,742

$174,379+210.7%

$152,093+256.2%

$138,895+290.0%

Participation rate

100.0%

81.6%+18.4pp

77.8%+22.2pp

79.9%+20.1pp

Annual return

9.71%

74.86%-65.1pp

66.36%-56.6pp

145.39%-135.7pp

Employer contribution / active EE

$4,507

$4,652-3.1%

$4,175+8.0%

$4,194+7.5%

Participant deferral / active EE

$6,907

$6,159+12.1%

$5,451+26.7%

$6,396+8.0%

Admin fee / account holder

$16,880-100.0%

$14,497-100.0%

$12,562-100.0%

DTC EYE ASSOCIATES PC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

DTC EYE ASSOCIATES PC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion