Retirement plan

BRIAN D. FRITZ, D.D.S., PLLC 401(K) RETIREMENT SAVINGS PLAN

Name: BRIAN D. FRITZ, D.D.S., PLLC - BRIAN D. FRITZ, D.D.S., PLLC 401(K) RETIREMENT SAVINGS PLAN (2024) Form 5500
Creator: BRIAN D. FRITZ, D.D.S., PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRIAN D. FRITZ, D.D.S., PLLC 401(K) RETIREMENT SAVINGS PLAN, BRIAN D. FRITZ, D.D.S., PLLC

BRIAN D. FRITZ, D.D.S., PLLCEIN 90-1060516Plan #001PY 2024

3429 SPRING ST - DAVENPORT, IA 528072114563-355-3600

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.2M

+19.2% from 2023

Total participants

+10.0% from 2023

Average account balance

$106,139

+8.4% from 2023

Annual return

11.65%

-4.15 pp from 2023

Benchmarks

See 109,298 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,298 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.17M

Not enough data

1 years with asset history on file

Average account balance

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

$106K

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.

157.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$75K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+11.65%

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

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 codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$106,139

$183,516-42.2%

$155,534-31.8%

$145,884-27.2%

Participation rate

100.0%

82.7%+17.3pp

78.2%+21.8pp

80.3%+19.7pp

Annual return

11.65%

61.43%-49.8pp

64.92%-53.3pp

551.85%-540.2pp

Employer contribution / active EE

$1,982

$5,315-62.7%

$4,675-57.6%

$4,662-57.5%

Participant deferral / active EE

$8,697

$6,467+34.5%

$5,630+54.5%

$6,690+30.0%

Admin fee / account holder

$19,293-100.0%

$15,900-100.0%

$13,392-100.0%

BRIAN D. FRITZ, D.D.S., PLLC 401(K) RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BRIAN D. FRITZ, D.D.S., PLLC 401(K) RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion