Retirement plan

DAT-MINH DO, DDS, PROF. DENTAL CORP. RETIREMENT PLAN

Name: DAT-MINH DO, DDS, PROF. DENTAL CORP. - DAT-MINH DO, DDS, PROF. DENTAL CORP. RETIREMENT PLAN (2025) Form 5500
Creator: DAT-MINH DO, DDS, PROF. DENTAL CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DAT-MINH DO, DDS, PROF. DENTAL CORP. RETIREMENT PLAN, DAT-MINH DO, DDS, PROF. DENTAL CORP.

DAT-MINH DO, DDS, PROF. DENTAL CORP.EIN 95-4515723Plan #001PY 2025

516 W. GARVEY AVE. - MONTEREY PARK, CA 91754626-576-5933

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$536K

+28.6% from 2024

Total participants

-14.3% from 2024

Average account balance

$107,274

+28.6% from 2024

Annual return

18.33%

-0.32 pp from 2024

Benchmarks

See 45,380 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort45,380 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$536K

Not enough data

1 years with asset history on file

Average account balance

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

$107K

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.

83.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$43K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+18.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1285

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 codes2G2J3D

Plan features

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.
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

$6K

$1071 / participant

Other / not subdivided$6K100.0%

% of EOY assets

1.198%

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

$107,274

$185,312-42.1%

$161,489-33.6%

$154,746-30.7%

Participation rate

83.3%

82.5%+0.9pp

78.7%+4.6pp

80.7%+2.6pp

Annual return

18.33%

103.84%-85.5pp

89.72%-71.4pp

172.34%-154.0pp

Employer contribution / active EE

$1,465

$4,769-69.3%

$4,268-65.7%

$4,379-66.5%

Participant deferral / active EE

$5,692

$6,350-10.4%

$5,630+1.1%

$6,730-15.4%

Admin fee / account holder

$1,285

$18,654-93.1%

$16,006-92.0%

$14,365-91.1%

DAT-MINH DO, DDS, PROF. DENTAL CORP. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DAT-MINH DO, DDS, PROF. DENTAL CORP. RETIREMENT 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