Retirement plan

ARTURO J. FRANCO, D.D.S., A P.C. PROFIT SHARING 401(K) PLAN

Name: ARTURO J. FRANCO, D.D.S., A P.C. - ARTURO J. FRANCO, D.D.S., A P.C. PROFIT SHARING 401(K) PLAN (2024) Form 5500
Creator: ARTURO J. FRANCO, D.D.S., A P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARTURO J. FRANCO, D.D.S., A P.C. PROFIT SHARING 401(K) PLAN, ARTURO J. FRANCO, D.D.S., A P.C.

ARTURO J. FRANCO, D.D.S., A P.C.EIN 94-1714901Plan #001PY 2024

120 YOSEMITE DRIVE - PITTSBURG, CA 94565925-432-3838

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$861K

+576.1% from 2023

Total participants

+25.0% from 2023

Average account balance

$95,657

+501.0% from 2023

Annual return

504.28%

+504.28 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

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

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 codes2E2J2K3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$7K

$772 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.807%

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

$95,657

$183,516-47.9%

$155,534-38.5%

$145,884-34.4%

Participation rate

88.9%

82.7%+6.2pp

78.2%+10.7pp

80.3%+8.6pp

Annual return

504.28%

61.43%+442.9pp

64.92%+439.4pp

551.85%-47.6pp

Employer contribution / active EE

$2,356

$5,315-55.7%

$4,675-49.6%

$4,662-49.5%

Participant deferral / active EE

$7,805

$6,467+20.7%

$5,630+38.6%

$6,690+16.7%

Admin fee / account holder

$772

$19,293-96.0%

$15,900-95.1%

$13,392-94.2%

ARTURO J. FRANCO, D.D.S., A P.C. PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ARTURO J. FRANCO, D.D.S., A P.C. PROFIT SHARING 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