Retirement plan

VERNON HILLS DENTAL CENTER, PLLC 401(K) PROFIT SHARING PLAN

Name: VERNON HILLS DENTAL CENTER, PLLC - VERNON HILLS DENTAL CENTER, PLLC 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: VERNON HILLS DENTAL CENTER, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VERNON HILLS DENTAL CENTER, PLLC 401(K) PROFIT SHARING PLAN, VERNON HILLS DENTAL CENTER, PLLC

VERNON HILLS DENTAL CENTER, PLLCEIN 87-4013307Plan #001PY 2025

300 CENTER DRIVE SUITE 106 - VERNON HILLS, IL 60061262-657-2060vernonhillsdentalcenter.comLinkedIn1-10 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$255K

-9.0% from 2024

Total participants

-8.3% from 2024

Average account balance

$23,149

-0.7% from 2024

Annual return

14.22%

-6.17 pp from 2024

Benchmarks

See 45,380 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort45,380 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$255K

Not enough data

1 years with asset history on file

Average account balance

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

$23K

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.

220.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$42K

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

+14.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9729

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

$107K

$21405 / participant

Other / not subdivided$107K100.0%

% of EOY assets

42.030%

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

$23,149

$185,312-87.5%

$161,489-85.7%

$154,746-85.0%

Participation rate

100.0%

82.5%+17.5pp

78.7%+21.3pp

80.7%+19.3pp

Annual return

14.22%

103.84%-89.6pp

89.72%-75.5pp

172.34%-158.1pp

Employer contribution / active EE

$2,206

$4,769-53.7%

$4,268-48.3%

$4,379-49.6%

Participant deferral / active EE

$6,196

$6,350-2.4%

$5,630+10.1%

$6,730-7.9%

Admin fee / account holder

$9,729

$18,654-47.8%

$16,006-39.2%

$14,365-32.3%

VERNON HILLS DENTAL CENTER, PLLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VERNON HILLS DENTAL CENTER, 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