Retirement plan

KIDS DENTISTRY OF CHESTERFIELD, LLC 401(K) PLAN

Name: KIDS DENTISTRY OF CHESTERFIELD, LLC - KIDS DENTISTRY OF CHESTERFIELD, LLC 401(K) PLAN (2025) Form 5500
Creator: KIDS DENTISTRY OF CHESTERFIELD, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KIDS DENTISTRY OF CHESTERFIELD, LLC 401(K) PLAN, KIDS DENTISTRY OF CHESTERFIELD, LLC

KIDS DENTISTRY OF CHESTERFIELD, LLCEIN 92-3360793Plan #001PY 2025

2 WEST DRIVE, SUITE 100 - CHESTERFIELD, MO 63017636-777-7777

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$102K

+69.8% from 2024

Total participants

+20.0% from 2024

Average account balance

$10,154

+52.8% from 2024

Annual return

19.73%

+9.54 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

$102K

Not enough data

1 years with asset history on file

Average account balance

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

$10K

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.

90.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$30K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+19.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17

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 codes2E2F2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$170

$15 / participant

Other / not subdivided$170100.0%

% of EOY assets

0.167%

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

$10,154

$174,379-94.2%

$152,093-93.3%

$138,895-92.7%

Participation rate

81.8%

81.6%+0.2pp

77.8%+4.1pp

79.9%+1.9pp

Annual return

19.73%

74.86%-55.1pp

66.36%-46.6pp

145.39%-125.7pp

Employer contribution / active EE

$1,548

$4,652-66.7%

$4,175-62.9%

$4,194-63.1%

Participant deferral / active EE

$1,174

$6,159-80.9%

$5,451-78.5%

$6,396-81.6%

Admin fee / account holder

$17

$16,880-99.9%

$14,497-99.9%

$12,562-99.9%

KIDS DENTISTRY OF CHESTERFIELD, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KIDS DENTISTRY OF CHESTERFIELD, LLC 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