Retirement plan

STEVIE AMES ROBERTS, DMD, PLLC 401(K) PROFIT SHARING PLAN

Name: STEVIE AMES ROBERTS, DMD, PLLC - STEVIE AMES ROBERTS, DMD, PLLC 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: STEVIE AMES ROBERTS, DMD, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STEVIE AMES ROBERTS, DMD, PLLC 401(K) PROFIT SHARING PLAN, STEVIE AMES ROBERTS, DMD, PLLC

STEVIE AMES ROBERTS, DMD, PLLCEIN 87-3625780Plan #001PY 2025

5726 LAKE WASHINGTON BLVD NE, STE S-2 - KIRKLAND, WA 98033425-284-0515

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$404K

+39.6% from 2024

Total participants

0.0% from 2024

Average account balance

$50,535

+39.6% from 2024

Annual return

18.32%

+1.28 pp from 2024

Benchmarks

See 18,863 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort18,863 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$404K

Not enough data

1 years with asset history on file

Average account balance

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

$51K

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.

160.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$62K

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

+18.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$366

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 codes2E2J3D

Plan features

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

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

$3K

$586 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.724%

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

$50,535

$227,399-77.8%

$189,758-73.4%

$198,609-74.6%

Participation rate

100.0%

84.0%+16.0pp

79.8%+20.2pp

82.4%+17.6pp

Annual return

18.32%

61.03%-42.7pp

52.62%-34.3pp

202.70%-184.4pp

Employer contribution / active EE

$3,387

$5,526-38.7%

$4,767-28.9%

$5,055-33.0%

Participant deferral / active EE

$8,934

$6,837+30.7%

$5,856+52.6%

$6,977+28.1%

Admin fee / account holder

$366

$25,162-98.5%

$20,388-98.2%

$19,030-98.1%

STEVIE AMES ROBERTS, DMD, PLLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STEVIE AMES ROBERTS, DMD, PLLC 401(K) PROFIT SHARING 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