Retirement plan

ASHLEY & KUZMA THERAPEUTICS 401(K) PROFIT SHARING PLAN

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

ASHLEY & KUZMA THERAPEUTICS, PCEIN 04-3679424Plan #001PY 2025

2111 WEST EIGHTH STREET - ERIE, PA 16505814-456-5151ashleykuzmaphysicaltherapy.comLinkedIn11-50 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$915K

-52.4% from 2024

Total participants

-6.7% from 2024

Average account balance

$65,338

-49.0% from 2024

Annual return

9.73%

+3.63 pp from 2024

Benchmarks

See 32,735 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort32,735 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$915K

Not enough data

1 years with asset history on file

Average account balance

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

$65K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$97K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+9.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$92906

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

$1.3M

$108391 / participant

Other / not subdivided$1M100.0%

% of EOY assets

142.193%

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

$65,338

$181,062-63.9%

$158,223-58.7%

$155,188-57.9%

Participation rate

100.0%

82.7%+17.3pp

79.2%+20.8pp

80.8%+19.2pp

Annual return

9.73%

57.39%-47.7pp

52.09%-42.4pp

148.84%-139.1pp

Employer contribution / active EE

$5,100

$4,565+11.7%

$4,109+24.1%

$4,248+20.1%

Participant deferral / active EE

$3,015

$6,134-50.8%

$5,467-44.8%

$6,531-53.8%

Admin fee / account holder

$92,906

$18,825+393.5%

$16,047+479.0%

$14,480+541.6%

ASHLEY & KUZMA THERAPEUTICS 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ASHLEY & KUZMA THERAPEUTICS 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