Retirement plan

CAPLANIS MADI DENTAL PARTNERSHIP 401(K) PLAN

Name: CAPLANIS MADI DENTAL PARTNERSHIP - CAPLANIS MADI DENTAL PARTNERSHIP 401(K) PLAN (2025) Form 5500
Creator: CAPLANIS MADI DENTAL PARTNERSHIP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAPLANIS MADI DENTAL PARTNERSHIP 401(K) PLAN, CAPLANIS MADI DENTAL PARTNERSHIP

CAPLANIS MADI DENTAL PARTNERSHIPEIN 87-3889560Plan #001PY 2025

26302 LA PAZ RD. SUITE 207 - MISSION VIEJO, CA 92691949-830-1322

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.8M

+10.0% from 2024

Total participants

-11.8% from 2024

Average account balance

$197,536

+33.6% from 2024

Annual return

15.12%

-2.93 pp from 2024

Benchmarks

See 66,971 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort66,971 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.77M

Not enough data

1 years with asset history on file

Average account balance

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

$198K

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.

93.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$112K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+15.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$18280

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 codes2G2J3D

Plan features

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

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

$256K

$17061 / participant

Other / not subdivided$256K100.0%

% of EOY assets

9.254%

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

$197,536

$174,379+13.3%

$152,093+29.9%

$138,895+42.2%

Participation rate

93.3%

81.6%+11.7pp

77.8%+15.6pp

79.9%+13.4pp

Annual return

15.12%

74.86%-59.7pp

66.36%-51.2pp

145.39%-130.3pp

Employer contribution / active EE

$1,072

$4,652-77.0%

$4,175-74.3%

$4,194-74.4%

Participant deferral / active EE

$6,383

$6,159+3.6%

$5,451+17.1%

$6,396-0.2%

Admin fee / account holder

$18,280

$16,880+8.3%

$14,497+26.1%

$12,562+45.5%

CAPLANIS MADI DENTAL PARTNERSHIP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAPLANIS MADI DENTAL PARTNERSHIP 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