Retirement plan

ATHENS DENTAL LLC 401K PLAN

Name: ATHENS DENTAL LLC DBA MARS HILL DENTAL - ATHENS DENTAL LLC 401K PLAN (2024) Form 5500
Creator: ATHENS DENTAL LLC DBA MARS HILL DENTAL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ATHENS DENTAL LLC 401K PLAN, ATHENS DENTAL LLC DBA MARS HILL DENTAL

ATHENS DENTAL LLC DBA MARS HILL DENTALEIN 84-2507422Plan #001PY 2024

1120 MARS HILL ROAD, SUITE 100 - WATKINSVILLE, GA 30677706-769-1945

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$224K

+69.3% from 2023

Total participants

+16.7% from 2023

Average account balance

$55,909

+69.3% from 2023

Annual return

26.66%

-8.11 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

$224K

Not enough data

1 years with asset history on file

Average account balance

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

$56K

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

$56K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+26.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

$169

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 codes2F2J2T2G3D

Plan features

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

$677

$97 / participant

Other / not subdivided$677100.0%

% of EOY assets

0.303%

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

$55,909

$183,592-69.5%

$155,574-64.1%

$145,877-61.7%

Participation rate

57.1%

82.7%-25.6pp

78.2%-21.1pp

80.3%-23.2pp

Annual return

26.66%

61.37%-34.7pp

64.87%-38.2pp

551.28%-524.6pp

Employer contribution / active EE

$1,347

$5,317-74.7%

$4,676-71.2%

$4,663-71.1%

Participant deferral / active EE

$6,700

$6,466+3.6%

$5,629+19.0%

$6,691+0.1%

Admin fee / account holder

$169

$19,316-99.1%

$15,914-98.9%

$13,402-98.7%

ATHENS DENTAL LLC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ATHENS DENTAL LLC 401K 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