Retirement plan

POINT-OF-CARE PARTNERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Name: POINT-OF-CARE PARTNERS, INC. - POINT-OF-CARE PARTNERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN (2024) Form 5500
Creator: POINT-OF-CARE PARTNERS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, POINT-OF-CARE PARTNERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN, POINT-OF-CARE PARTNERS, INC.

POINT-OF-CARE PARTNERS, INC.EIN 20-0477963Plan #002PY 2024

9710 STIRLING ROAD, SUITE 106 - HOLLYWOOD, FL 33024877-312-7627

Other plans on this EIN

1 filing

#001Retirement-$1.5M assets

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$920K

+150.7% from 2023

Total participants

-14.8% from 2023

Average account balance

$41,818

+150.7% from 2023

Annual return

-26.75%

-26.75 pp from 2023

Benchmarks

See 1,376 peers

Peer group

Industry55 - Management of Companies and Enterprises

Plan typeDefined contribution

Participants<25

Cohort1,376 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$920K

Not enough data

1 years with asset history on file

Average account balance

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

$42K

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.

95.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$651K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$33K

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

-26.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

$16716

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 codes2I2P3I

Plan features

2I
Stock bonus
Stock bonus plan.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$368K

$18388 / participant

Other / not subdivided$368K100.0%

% of EOY assets

39.974%

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

$41,818

$168,626-75.2%

$133,698-68.7%

$145,897-71.3%

Participation rate

95.0%

80.4%+14.6pp

76.4%+18.6pp

80.3%+14.7pp

Annual return

-26.75%

1168.99%-1195.7pp

580.90%-607.6pp

552.29%-579.0pp

Employer contribution / active EE

$32,559

$5,290+515.5%

$4,218+672.0%

$4,663+598.3%

Participant deferral / active EE

$8,688-100.0%

$7,016-100.0%

$6,689-100.0%

Admin fee / account holder

$16,716

$9,638+73.4%

$6,703+149.4%

$13,390+24.8%

POINT-OF-CARE PARTNERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

POINT-OF-CARE PARTNERS, INC. EMPLOYEE STOCK OWNERSHIP 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