Retirement plan

HOLLISTON PEDIATRIC GROUP, INC. 401(K) PLAN

Name: HOLLISTON PEDIATRIC GROUP, INC. - HOLLISTON PEDIATRIC GROUP, INC. 401(K) PLAN (2024) Form 5500
Creator: HOLLISTON PEDIATRIC GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HOLLISTON PEDIATRIC GROUP, INC. 401(K) PLAN, HOLLISTON PEDIATRIC GROUP, INC.

HOLLISTON PEDIATRIC GROUP, INC.EIN 04-2453032Plan #003PY 2024

100 JEFFREY AVENUE - HOLLISTON, MA 017462028508-429-2800hollistonpediatricgroup.comLinkedIn11-50 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$11.9M

+15.0% from 2023

Total participants

+5.8% from 2023

Average account balance

$233,825

+10.5% from 2023

Annual return

12.61%

-1.49 pp from 2023

Benchmarks

See 21,710 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort21,710 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.03M

Not enough data

1 years with asset history on file

Average account balance

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

$256K

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.

127.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$554K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+13.15%

Not enough data

1 years with return on file

Admin fee / account holder

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

$44563

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

$262K

$6906 / participant

Other / not subdivided$262K100.0%

% of EOY assets

2.201%

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

$233,825

$81,331+187.5%

$155,534+50.3%

$80,935+188.9%

Participation rate

89.5%

66.3%+23.2pp

78.2%+11.3pp

67.7%+21.8pp

Annual return

12.61%

33.37%-20.8pp

64.92%-52.3pp

35.66%-23.0pp

Employer contribution / active EE

$2,805

$3,105-9.7%

$4,675-40.0%

$2,757+1.7%

Participant deferral / active EE

$8,858

$3,454+156.4%

$5,630+57.3%

$4,299+106.0%

Admin fee / account holder

$5,146

$7,999-35.7%

$15,900-67.6%

$6,924-25.7%

HOLLISTON PEDIATRIC GROUP, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HOLLISTON PEDIATRIC GROUP, INC. 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