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 (2021) 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 2021

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

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$226.1M

+7.7% from 2020

Total participants

489

+3.4% from 2020

Average account balance

$462,311

+3.7% from 2020

Annual return

13.76%

-3.25 pp from 2020

Benchmarks

See 3,805 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,805 peers

Snapshot2021

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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

See the 6-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Service providers

Top 8 by compensation

Provider	Service type	Compensation
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202	Recordkeeping	$27,856
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661	Consulting	$17,303
TEPLITZKY AND COMPANY PC3+ years Service code 10 1 BRADLEY ROAD · WOODBRIDGE, CT 06525	Accounting	$16,725
DIMEO SCHNEIDER & ASSOCIATES LLC2 years Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661	Consulting	$8,652
ROBINSON & COLE LLP1 year Filed as: ROBINSON & COLE Service code 29 280 TRUMBULL STREET · HARTFORD, CT 06103	Legal	$6,372
PASI, LLC3+ years Service code 16 10 TALCOTT NOTCH ROAD · FARMINGTON, CT 06032	Consulting	$3,938
CHARLES SCHWAB & CO., INC.3+ years Service code 15 · EIN 94-1737782	Recordkeeping	$1,661
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB AND CO INC Service code 33	Securities brokerage; Direct payment ...	$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

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$106K

$279 / participant

Other / not subdivided$106K100.0%

% of EOY assets

0.047%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: TEPLITZKY & CO. P.C.
Auditor EIN: 060962357
Audit fees: (not subdivided)
Opinion code: Unqualified

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$462,311

$56,485+718.5%

$185,823+148.8%

$86,799+432.6%

Participation rate

100.0%

65.5%+34.5pp

81.7%+18.3pp

72.3%+27.7pp

Annual return

13.76%

118.04%-104.3pp

122.05%-108.3pp

97.91%-84.1pp

Employer contribution / active EE

$13,370

$1,843+625.5%

$5,167+158.7%

$2,405+455.9%

Participant deferral / active EE

$13,281

$2,553+420.2%

$5,568+138.5%

$4,131+221.5%

Admin fee / account holder

$216

$150+44.7%

$16,237-98.7%

$170+27.7%

Provider

Service type

Compensation

T ROWE PRICE RPS INC3+ years

Service code 15

100 EAST PRATT STREET · BALTIMORE, MD 21202

Recordkeeping

$27,856

FIDUCIENT ADVISORS LLC1 year

Filed as: FIDUCIENT ADVISORS

Service code 16

500 WEST MADISON STREET · CHICAGO, IL 60661

Consulting

$17,303

TEPLITZKY AND COMPANY PC3+ years

Service code 10

1 BRADLEY ROAD · WOODBRIDGE, CT 06525

Accounting

$16,725

DIMEO SCHNEIDER & ASSOCIATES LLC2 years

Filed as: DIMEO SCHNEIDER & ASSOCIATES

Service code 16

500 WEST MADISON STREET · CHICAGO, IL 60661

Consulting

$8,652

ROBINSON & COLE LLP1 year

Filed as: ROBINSON & COLE

Service code 29

280 TRUMBULL STREET · HARTFORD, CT 06103

Legal

$6,372

PASI, LLC3+ years

Service code 16

10 TALCOTT NOTCH ROAD · FARMINGTON, CT 06032

Consulting

$3,938

CHARLES SCHWAB & CO., INC.3+ years

Service code 15 · EIN 94-1737782

Recordkeeping

$1,661

CHARLES SCHWAB & CO., INC.3+ years

Filed as: CHARLES SCHWAB AND CO INC

Service code 33

Securities brokerage; Direct payment ...

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