Retirement plan

CHILDREN'S DENTISTRY RETIREMENT PLAN AND TRUST

Name: CHILDREN'S DENTISTRY, A PARTNERSHIP - CHILDREN'S DENTISTRY RETIREMENT PLAN AND TRUST (2021) Form 5500
Creator: CHILDREN'S DENTISTRY, A PARTNERSHIP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHILDREN'S DENTISTRY RETIREMENT PLAN AND TRUST, CHILDREN'S DENTISTRY, A PARTNERSHIP

CHILDREN'S DENTISTRY, A PARTNERSHIPEIN 84-1494255Plan #002PY 2021

5150 WEST 80TH AVENUE - WESTMINSTER, CO 80030303-427-1951

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$6.9M

+13.8% from 2020

Total participants

-19.4% from 2020

Average account balance

$247,136

+46.4% from 2020

Annual return

17.95%

+1.50 pp from 2020

Benchmarks

See 103,184 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort103,184 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.06M

Not enough data

1 years with asset history on file

Average account balance

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

$245K

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.

168.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$322K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+13.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$422

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 codes2E2F2G2J3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

$497K

$27593 / participant

Other / not subdivided$497K100.0%

% of EOY assets

7.177%

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

$247,136

$217,432+13.7%

$185,849+33.0%

$167,536+47.5%

Participation rate

94.4%

86.1%+8.4pp

81.7%+12.7pp

82.1%+12.3pp

Annual return

17.95%

148.42%-130.5pp

122.10%-104.1pp

478.82%-460.9pp

Employer contribution / active EE

$6,642

$5,875+13.1%

$5,169+28.5%

$4,839+37.3%

Participant deferral / active EE

$7,007

$6,357+10.2%

$5,569+25.8%

$6,342+10.5%

Admin fee / account holder

$17,738

$19,818-10.5%

$16,244+9.2%

$12,315+44.0%

CHILDREN'S DENTISTRY RETIREMENT PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHILDREN'S DENTISTRY RETIREMENT PLAN AND TRUST

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