Retirement plan

HOLY CITY DENTISTRY, LLC PROFIT SHARING 401(K) PLAN

Name: HOLY CITY DENTISTRY, LLC - HOLY CITY DENTISTRY, LLC PROFIT SHARING 401(K) PLAN (2025) Form 5500
Creator: HOLY CITY DENTISTRY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HOLY CITY DENTISTRY, LLC PROFIT SHARING 401(K) PLAN, HOLY CITY DENTISTRY, LLC

HOLY CITY DENTISTRY, LLCEIN 84-2627379Plan #001PY 2025

862 FOLLY RD., SUITE 110 - CHARLESTON, SC 29412843-278-6989holycitydentistry.comLinkedIn1-10 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$504K

+49.4% from 2024

Total participants

0.0% from 2024

Average account balance

$62,961

+49.4% from 2024

Annual return

22.56%

+7.24 pp from 2024

Benchmarks

See 32,735 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort32,735 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$504K

Not enough data

1 years with asset history on file

Average account balance

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

$63K

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

$92K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+22.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$257

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 codes2E2J2D3D

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$2K

$257 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.407%

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

$62,961

$181,062-65.2%

$158,223-60.2%

$155,188-59.4%

Participation rate

87.5%

82.7%+4.8pp

79.2%+8.3pp

80.8%+6.7pp

Annual return

22.56%

57.39%-34.8pp

52.09%-29.5pp

148.84%-126.3pp

Employer contribution / active EE

$3,588

$4,565-21.4%

$4,109-12.7%

$4,248-15.5%

Participant deferral / active EE

$7,959

$6,134+29.7%

$5,467+45.6%

$6,531+21.9%

Admin fee / account holder

$257

$18,825-98.6%

$16,047-98.4%

$14,480-98.2%

HOLY CITY DENTISTRY, LLC PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HOLY CITY DENTISTRY, LLC PROFIT SHARING 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