Retirement plan

HERMITAGE NEUROLOGY 401(K) PROFIT SHARING PLAN

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

HERMITAGE NEUROLOGYEIN 02-0689663Plan #001PY 2025

295 NORTH KERRWOOD DRIVE, SUITE 103 - HERMITAGE, PA 16148724-983-1015LinkedIn1-10 employeessporting goods

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$2M

-37.7% from 2024

Total participants

+16.7% from 2024

Average account balance

$328,935

-37.7% from 2024

Annual return

13.39%

-5.75 pp from 2024

Benchmarks

See 18,863 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort18,863 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.97M

Not enough data

1 years with asset history on file

Average account balance

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

$329K

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.

85.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$82K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+13.39%

Not enough data

1 years with return on file

Admin fee / account holder

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

$286827

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 codes2E2F2G2J2R2T3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$1.7M

$245852 / participant

Other / not subdivided$2M100.0%

% of EOY assets

87.199%

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

$328,935

$227,399+44.7%

$189,758+73.3%

$198,609+65.6%

Participation rate

85.7%

84.0%+1.7pp

79.8%+5.9pp

82.4%+3.3pp

Annual return

13.39%

61.03%-47.6pp

52.62%-39.2pp

202.70%-189.3pp

Employer contribution / active EE

$2,887

$5,526-47.8%

$4,767-39.4%

$5,055-42.9%

Participant deferral / active EE

$8,857

$6,837+29.6%

$5,856+51.3%

$6,977+27.0%

Admin fee / account holder

$286,827

$25,162+1039.9%

$20,388+1306.8%

$19,030+1407.2%

HERMITAGE NEUROLOGY 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HERMITAGE NEUROLOGY 401(K) 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