Retirement plan

DEXCARE 401(K) PLAN

Name: DEXCARE, INC. - DEXCARE 401(K) PLAN (2024) Form 5500
Creator: DEXCARE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DEXCARE 401(K) PLAN, DEXCARE, INC.

DEXCARE, INC.EIN 86-1224905Plan #001PY 2024

2324 EASTLAKE AVENUE EAST #500 - SEATTLE, WA 98102206-778-7348dexcare.comLinkedIn51-200 employeescomputer software

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$8M

+54.5% from 2023

Total participants

210

-0.5% from 2023

Average account balance

$40,292

+45.9% from 2023

Annual return

25.92%

-103.99 pp from 2023

Benchmarks

See 1,414 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants100-249

Cohort1,414 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.02M

Not enough data

1 years with asset history on file

Average account balance

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

$40K

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.

199

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.

93.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.13M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+25.92%

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930	Recordkeeping	$4,907
HUNNEX AND SHOEMAKER, INC.1 year Filed as: HUNNEX & SHOEMAKER Service code 15 · EIN 91-1072394	Recordkeeping	$1,850

Plan features & details

Pension benefit codes2F2G2J3D

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.
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

$10 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.020%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: DWYER, PEMBERTON & COULSON, P.C.
Auditor EIN: 911503183
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$40,292

$45,123-10.7%

$85,240-52.7%

$74,478-45.9%

Participation rate

93.5%

49.4%+44.1pp

67.5%+25.9pp

67.2%+26.2pp

Annual return

25.92%

26.32%-0.4pp

66.75%-40.8pp

1370.56%-1344.6pp

Employer contribution / active EE

$1,459-100.0%

$2,735-100.0%

$2,626-100.0%

Participant deferral / active EE

$12,662

$2,736+362.8%

$4,527+179.7%

$4,350+191.1%

Admin fee / account holder

$2,215-99.6%

$6,165-99.9%

$1,946-99.6%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.1 year

Service code 15 · EIN 23-1945930

Recordkeeping

$4,907

HUNNEX AND SHOEMAKER, INC.1 year

Filed as: HUNNEX & SHOEMAKER

Service code 15 · EIN 91-1072394

Recordkeeping

$1,850

DEXCARE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DEXCARE 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