Retirement plan

COMPREHENSIVE CONSULTATION CORP. 401(K) PROFIT SHARING PLAN

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

COMPREHENSIVE CONSULTATION CORP.EIN 20-5483702Plan #001PY 2024

114-20 QUEENS BLVD, #CS2 - FORREST HILLS, NY 13375718-441-0166LinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#002Retirement-$470K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$541K

+25.1% from 2023

Total participants

0.0% from 2023

Average account balance

$33,830

+25.1% from 2023

Annual return

9.58%

-3.37 pp from 2023

Benchmarks

See 109,210 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,210 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$541K

Not enough data

1 years with asset history on file

Average account balance

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

$34K

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.

266.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$67K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+9.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

$349

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$6K

$930 / participant

Other / not subdivided$6K100.0%

% of EOY assets

1.031%

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

$33,830

$183,539-81.6%

$155,556-78.3%

$145,897-76.8%

Participation rate

100.0%

82.7%+17.3pp

78.2%+21.8pp

80.3%+19.7pp

Annual return

9.58%

61.31%-51.7pp

64.84%-55.3pp

552.29%-542.7pp

Employer contribution / active EE

$7,376

$5,315+38.8%

$4,675+57.8%

$4,663+58.2%

Participant deferral / active EE

$3,833

$6,467-40.7%

$5,631-31.9%

$6,689-42.7%

Admin fee / account holder

$349

$19,275-98.2%

$15,885-97.8%

$13,390-97.4%

COMPREHENSIVE CONSULTATION CORP. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMPREHENSIVE CONSULTATION CORP. 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