Retirement plan

INTEGRATED ANESTHESIA ASSOCIATES, LLC 401(K) RETIREMENT SAVINGS PLAN

Name: INTEGRATED ANESTHESIA ASSOCIATES, LLC - INTEGRATED ANESTHESIA ASSOCIATES, LLC 401(K) RETIREMENT SAVINGS PLAN (2024) Form 5500
Creator: INTEGRATED ANESTHESIA ASSOCIATES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INTEGRATED ANESTHESIA ASSOCIATES, LLC 401(K) RETIREMENT SAVINGS PLAN, INTEGRATED ANESTHESIA ASSOCIATES, LLC

INTEGRATED ANESTHESIA ASSOCIATES, LLCEIN 06-1223155Plan #004PY 2024

99 EAST RIVER DR., 5TH FLOOR - EAST HARTFORD, CT 06108860-282-3470hartfordanesthesia.comLinkedIn1-10 employees

Prospect flagsHigh assets / participantFailed to transmit contributions

How to read this page

Total assets (EOY)

$247.5M

+13.8% from 2023

Total participants

572

+10.6% from 2023

Average account balance

$451,672

+7.4% from 2023

Annual return

16.84%

-3.65 pp from 2023

Benchmarks

See 4,117 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort4,117 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$247.52M

Not enough data

1 years with asset history on file

Average account balance

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

$452K

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.

548

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.

94.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$13.30M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$31K

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

+16.84%

Not enough data

1 years with return on file

Admin fee / account holder

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

$231

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 7 by compensation

Provider	Service type	Compensation
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT ADVISORS Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661	Consulting	$46,993
T ROWE PRICE RPS INC6+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231	Recordkeeping	$37,865
PASI, LLC6+ years Service code 16 10 TALCOTT NOTCH ROAD · FARMINGTON, CT 06032	Consulting	$20,030
TEPLITZKY AND COMPANY PC6+ years Service code 10 1 BRADLEY ROAD · WOODBRIDGE, CT 06525	Accounting	$18,900
CHARLES SCHWAB & CO., INC.6+ years Service code 15 · EIN 94-1737782	Recordkeeping	$2,231
ROBINSON & COLE LLP4 years Filed as: ROBINSON & COLE Service code 29 280 TRUMBULL STREET · HARTFORD, CT 06103	Legal	$1,388
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB AND CO INC Service code 33	Securities brokerage; Shareholder ser...	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2R2T3H

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$127K

$291 / participant

Recordkeeping$38K29.9%
Investment mgmt$47K37.1%
Legal$1K1.1%
Contract admin$20K15.8%
Other / not subdivided$20K16.0%

% of EOY assets

0.051%

all-in expense ratio

Categories reported

4 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CITRIN COOPERMAN & COMPANY, LLP
Auditor EIN: 222428965
Audit fees: $18,900
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$451,672

$50,919+787.0%

$155,556+190.4%

$77,762+480.8%

Participation rate

94.5%

63.1%+31.4pp

78.2%+16.3pp

70.6%+23.9pp

Annual return

16.84%

34.84%-18.0pp

64.84%-48.0pp

31.27%-14.4pp

Employer contribution / active EE

$15,892

$1,991+698.0%

$4,675+239.9%

$2,728+482.5%

Participant deferral / active EE

$14,676

$2,824+419.6%

$5,631+160.6%

$4,651+215.6%

Admin fee / account holder

$231

$437-47.1%

$15,885-98.5%

$433-46.7%

Provider

Service type

Compensation

FIDUCIENT ADVISORS LLC4 years

Filed as: FIDUCIENT ADVISORS

Service code 16

500 WEST MADISON STREET · CHICAGO, IL 60661

Consulting

$46,993

T ROWE PRICE RPS INC6+ years

Service code 15

1307 POINT STREET · BALTIMORE, MD 21231

Recordkeeping

$37,865

PASI, LLC6+ years

Service code 16

10 TALCOTT NOTCH ROAD · FARMINGTON, CT 06032

Consulting

$20,030

TEPLITZKY AND COMPANY PC6+ years

Service code 10

1 BRADLEY ROAD · WOODBRIDGE, CT 06525

Accounting

$18,900

CHARLES SCHWAB & CO., INC.6+ years

Service code 15 · EIN 94-1737782

Recordkeeping

$2,231

ROBINSON & COLE LLP4 years

Filed as: ROBINSON & COLE

Service code 29

280 TRUMBULL STREET · HARTFORD, CT 06103

Legal

$1,388

CHARLES SCHWAB & CO., INC.6+ years

Filed as: CHARLES SCHWAB AND CO INC

Service code 33

Securities brokerage; Shareholder ser...

INTEGRATED ANESTHESIA ASSOCIATES, LLC 401(K) RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INTEGRATED ANESTHESIA ASSOCIATES, LLC 401(K) RETIREMENT SAVINGS 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