Retirement plan

AMERICAN MEDICAL RESPONSE HAWAII MONEY PURCHASE PENSION PLAN

Name: AMR HOLDCO, INC. - AMERICAN MEDICAL RESPONSE HAWAII MONEY PURCHASE PENSION PLAN (2023) Form 5500
Creator: AMR HOLDCO, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMERICAN MEDICAL RESPONSE HAWAII MONEY PURCHASE PENSION PLAN, AMR HOLDCO, INC.

AMR HOLDCO, INC.EIN 20-2076468Plan #017PY 2023

6501 S. FIDDLERS GREEN CIRCLE SUITE - GREENWOOD VILLAGE, CO 80111888-916-0899LinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#002Retirement--

Prospect flagsHigh feesHigh assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$19.6M

+14.1% from 2022

Total participants

-6.3% from 2022

Average account balance

$445,148

+21.8% from 2022

Annual return

15.75%

+31.60 pp from 2022

Benchmarks

See 20,797 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort20,797 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$20.18M

Not enough data

1 years with asset history on file

Average account balance

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

$517K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$342K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+13.36%

Not enough data

1 years with return on file

Admin fee / account holder

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

$61082

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

Top 2 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907	Recordkeeping	$11,405
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782	Securities brokerage commissions and ...	$0

Plan features & details

Pension benefit codes2C2F2G2T3D3H

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.
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.
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

3 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$658K

$19952 / participant

Other / not subdivided$658K100.0%

% of EOY assets

3.362%

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

$445,148

$77,920+471.3%

$149,723+197.3%

$75,177+492.1%

Participation rate

97.0%

65.6%+31.4pp

78.8%+18.2pp

67.2%+29.8pp

Annual return

15.75%

31.72%-16.0pp

134.50%-118.7pp

160.75%-145.0pp

Employer contribution / active EE

$10,771

$3,138+243.2%

$4,821+123.4%

$2,671+303.3%

Participant deferral / active EE

$3,411-100.0%

$5,682-100.0%

$4,126-100.0%

Admin fee / account holder

$14,964

$5,951+151.5%

$13,215+13.2%

$5,651+164.8%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE2 years

Filed as: EMPOWER ANNUITY INSURANCE COMPANY

Service code 15 · EIN 84-0467907

Recordkeeping

$11,405

CHARLES SCHWAB & CO., INC.3 years

Service code 33 · EIN 94-1737782

Securities brokerage commissions and ...

AMERICAN MEDICAL RESPONSE HAWAII MONEY PURCHASE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMERICAN MEDICAL RESPONSE HAWAII MONEY PURCHASE PENSION 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