Retirement plan

DRS. MOFFITT & NEWMAN DMD 401K PROFIT SHARING PLAN

Name: DRS. MOFFITT & NEWMAN DMD - DRS. MOFFITT & NEWMAN DMD 401K PROFIT SHARING PLAN (2025) Form 5500
Creator: DRS. MOFFITT & NEWMAN DMD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DRS. MOFFITT & NEWMAN DMD 401K PROFIT SHARING PLAN, DRS. MOFFITT & NEWMAN DMD

DRS. MOFFITT & NEWMAN DMDEIN 93-1086763Plan #001PY 2025

2233-A WILLAMETTE ST - EUGENE, OR 974052890541-345-3222

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.9M

+17.6% from 2024

Total participants

+12.5% from 2024

Average account balance

$241,547

+17.6% from 2024

Annual return

11.70%

+4.19 pp from 2024

Benchmarks

See 79,137 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort79,137 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.93M

Not enough data

1 years with asset history on file

Average account balance

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

$242K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$98K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+11.70%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2734

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

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

$22K

$3646 / participant

Other / not subdivided$22K100.0%

% of EOY assets

1.132%

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

$241,547

$172,111+40.3%

$150,298+60.7%

$137,256+76.0%

Participation rate

83.3%

81.7%+1.6pp

77.8%+5.6pp

80.0%+3.4pp

Annual return

11.70%

69.37%-57.7pp

62.79%-51.1pp

220.34%-208.6pp

Employer contribution / active EE

$2,277

$4,636-50.9%

$4,154-45.2%

$4,156-45.2%

Participant deferral / active EE

$14,036

$6,166+127.6%

$5,453+157.4%

$6,407+119.1%

Admin fee / account holder

$2,734

$16,471-83.4%

$14,116-80.6%

$12,270-77.7%

DRS. MOFFITT & NEWMAN DMD 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DRS. MOFFITT & NEWMAN DMD 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