Retirement plan

BRIDGE HOMECARE PARTNERS LLC 401(K) PROFIT SHARING PLAN

Name: BRIDGE HOMECARE PARTNERS LLC - BRIDGE HOMECARE PARTNERS LLC 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: BRIDGE HOMECARE PARTNERS LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRIDGE HOMECARE PARTNERS LLC 401(K) PROFIT SHARING PLAN, BRIDGE HOMECARE PARTNERS LLC

BRIDGE HOMECARE PARTNERS LLCEIN 20-3715416Plan #001PY 2024

5335 FAR HILLS AVE #307 - DAYTON, OH 45429937-281-2400bridgehomecare.comLinkedIn11-50 employeeshospital & health care

Prospect flagsLow returnsWind-down / frozen

How to read this page

Total assets (EOY)

$9M

-24.7% from 2023

Total participants

133

-56.1% from 2023

Average account balance

$67,833

+71.0% from 2023

Annual return

8.46%

-9.75 pp from 2023

Benchmarks

See 109,631 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,631 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.02M

Not enough data

1 years with asset history on file

Average account balance

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

$68K

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.

133

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

$493K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

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

+8.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$227

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 3 by compensation

Provider	Service type	Compensation
MMA SECURITIES LLC6 years Service code 99 · EIN 22-3570392 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036	Other Fees	$31,481
DYNAMIC PENSION SERVICES, INC.6 years Service code 13 · EIN 31-1585572 2176 HEWITT AVENUE, SUITE A · KETTERING, OH 45440	Contract Administrator	$20,195
DYNAMIC PENSION SERVICES, INC.4 years Filed as: DYNAMIC PENSION SERVICES INC. Service code 49	Other Services	$5,144

Plan features & details

Pension benefit codes2E2F2J2K2S2T3D3H

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).
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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

Expense breakdown

Schedule H Part II

Admin total

$30K

$1370 / participant

Investment mgmt$30K100.0%

% of EOY assets

0.334%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: MAHLE, WACK, ZAIDAIN & CO., PLL
Auditor EIN: 311307168
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$67,833

$183,592-63.1%

$155,567-56.4%

$145,959-53.5%

Participation rate

100.0%

82.7%+17.3pp

78.2%+21.8pp

80.3%+19.7pp

Annual return

8.46%

61.24%-52.8pp

64.74%-56.3pp

561.95%-553.5pp

Employer contribution / active EE

$5,418

$5,315+2.0%

$4,674+15.9%

$4,661+16.3%

Participant deferral / active EE

$17,007

$6,464+163.1%

$5,628+202.2%

$6,689+154.3%

Admin fee / account holder

$227

$19,318-98.8%

$15,916-98.6%

$13,398-98.3%

Provider

Service type

Compensation

MMA SECURITIES LLC6 years

Service code 99 · EIN 22-3570392

1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036

Other Fees

$31,481

DYNAMIC PENSION SERVICES, INC.6 years

Service code 13 · EIN 31-1585572

2176 HEWITT AVENUE, SUITE A · KETTERING, OH 45440

Contract Administrator

$20,195

DYNAMIC PENSION SERVICES, INC.4 years

Filed as: DYNAMIC PENSION SERVICES INC.

Service code 49

Other Services

$5,144

BRIDGE HOMECARE PARTNERS LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BRIDGE HOMECARE PARTNERS LLC 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