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 32,735 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort32,735 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

$181,062-15.2%

$158,223-3.0%

$155,188-1.1%

Participation rate

85.7%

82.7%+3.1pp

79.2%+6.5pp

80.8%+4.9pp

Annual return

11.77%

57.39%-45.6pp

52.09%-40.3pp

148.84%-137.1pp

Employer contribution / active EE

$2,193

$4,565-52.0%

$4,109-46.6%

$4,248-48.4%

Participant deferral / active EE

$8,988

$6,134+46.5%

$5,467+64.4%

$6,531+37.6%

Admin fee / account holder

$1,368

$18,825-92.7%

$16,047-91.5%

$14,480-90.5%

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