Retirement plan
BRONSON HEALTHCARE GROUP, INC. 403(B) TAX SHELTERED MATCHING PLAN
BRONSON HEALTHCARE GROUP, INC.EIN 38-2418383Plan #003PY 2024
Other plans on this EIN
1 filingProspect flagsNo flags tripped
Filing contacts
From the Form 5500, federal recordPlan administrator signer
PAT MCCANN
Signed 10/13/2025
Summary metrics
Total assets (EOY)
$1179.3M
-12.5% from 2016
Total participants
12,551
-9.3% from 2016
Average account balance
$98,876
-3.1% from 2016
Annual return
15.60%
-5.91 pp from 2016
Benchmarks
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined contribution
Participants5,000-9,999
Cohort237 peers
Snapshot2024
63
Participant deferral / active EE
$5,215
median $3,813
72
Employer contribution / active EE
$3,495
median $1,589
69
Participation rate
93.6%
median 78.3%
81
Avg account balance
$98,876
median $56,899
35
Admin fee / account holder
$81
median $64
67
Annual return
15.60%
median 14.46%
Overall peer rank
64of 100
64th percentileavg across 6 metrics
Analytics
2015 - 2024
Total assets (EOY)
Plan-year ending balance
$1.18B
Average account balance
Total assets / participants with a balance (line 6g)
$99K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
11,927
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
93.6%
Contributions (total)
Employer and participant dollars contributed each year
$84.42M
Contributions per participant
Average employer and participant contribution per enrolled participant
$9K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+15.60%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$81
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
- Mutual / pooled
- Stocks
- Bonds
- Cash
- Real estate
- Loans
Service providers
Top 5 by compensation
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $664,146 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $173,620 |
CAPFINANCIAL PARTNERS, LLC3 years Service code 16 · EIN 26-0058143 | Consulting | $98,373 |
PLANTE MORAN3 years Service code 10 · EIN 38-1357951 | Accounting | $26,100 |
WILLIS TOWERS WATSON2 years Service code 16 · EIN 53-0181291 | Consulting | -$10,417 |
Top hat statement on fileNQDC
Filed April 1, 2022 (most recent of 3 filings on file)
Plan administrator
Plans declared (1)
- Bronson Healthcare Group Supplemental Retention Plan for CEO1 emp
Plan features & details
Pension benefit codes2T2L2M2R
Plan features
- 2LCode section 403(b)(1) arrangementPlan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
- 2MCode section 403(b)(7) accountsPlan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
- 2RParticipant-directed brokerage accountsParticipant-directed brokerage accounts provided as an investment option under the plan.
- 2TDefault investment accountTotal or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
Opportunity flags
0 tripped
No flags tripped for this filing year. This plan looks clean.
Expense breakdown
Schedule H Part II
Admin total
$960K
$99 / participant
- Recordkeeping$623K64.9%
- Investment mgmt$219K22.8%
- Contract admin$4K0.4%
- Other / not subdivided$114K11.9%
% of EOY assets
0.081%
all-in expense ratio
Categories reported
3 / 9
subdivided buckets used
Audit opinion
Schedule H Part III
Unqualified opinion
Auditor signed off without reservation - the cleanest possible opinion.
- Auditor firm
- PLANTE & MORAN
- Auditor EIN
- 331498605
- Audit fees
- $26,100
- Opinion code
- Unqualified