Retirement plan

PETER H. YI, D.D.S., P.S. 401K PROFIT SHARING PLAN

Name: PETER H. YI, D.D.S., P.S. - PETER H. YI, D.D.S., P.S. 401K PROFIT SHARING PLAN (2025) Form 5500
Creator: PETER H. YI, D.D.S., P.S.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PETER H. YI, D.D.S., P.S. 401K PROFIT SHARING PLAN, PETER H. YI, D.D.S., P.S.

PETER H. YI, D.D.S., P.S.EIN 91-2088298Plan #001PY 2025

4722 CALIFORNIA AVE SW - SEATTLE, WA 98116206-937-0600alaskajunctiondental.comLinkedIn11-50 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.1M

+20.5% from 2024

Total participants

+23.1% from 2024

Average account balance

$153,527

+11.9% from 2024

Annual return

11.77%

+4.78 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

$2.15M

Not enough data

1 years with asset history on file

Average account balance

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

$154K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$157K

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

+11.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1368

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 codes2E2F2J3D

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).
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

$19K

$1368 / participant

Other / not subdivided$19K100.0%

% of EOY assets

0.891%

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

$153,527

$174,379-12.0%

$152,093+0.9%

$138,895+10.5%

Participation rate

85.7%

81.6%+4.1pp

77.8%+7.9pp

79.9%+5.8pp

Annual return

11.77%

74.86%-63.1pp

66.36%-54.6pp

145.39%-133.6pp

Employer contribution / active EE

$2,193

$4,652-52.9%

$4,175-47.5%

$4,194-47.7%

Participant deferral / active EE

$8,988

$6,159+45.9%

$5,451+64.9%

$6,396+40.5%

Admin fee / account holder

$1,368

$16,880-91.9%

$14,497-90.6%

$12,562-89.1%

PETER H. YI, D.D.S., P.S. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PETER H. YI, D.D.S., P.S. 401K 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