Retirement plan

SMART PSYCHIATRIC SERVICES, INC. 401(K) PLAN

Name: SMART PSYCHIATRIC SERVICES, INC. - SMART PSYCHIATRIC SERVICES, INC. 401(K) PLAN (2024) Form 5500
Creator: SMART PSYCHIATRIC SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SMART PSYCHIATRIC SERVICES, INC. 401(K) PLAN, SMART PSYCHIATRIC SERVICES, INC.

SMART PSYCHIATRIC SERVICES, INC.EIN 20-8289329Plan #002PY 2024

20211 VIA MEDICI - NORTHRIDGE, CA 91326818-442-1557

Other plans on this EIN

1 filing

#001Retirement-$3.4M assets

Prospect flagsLow returnsHigh assets / participant

How to read this page

Total assets (EOY)

$1.3M

+12.6% from 2023

Total participants

0.0% from 2023

Average account balance

$314,867

+12.6% from 2023

Annual return

5.12%

+2.25 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

$1.26M

Not enough data

1 years with asset history on file

Average account balance

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

$315K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$84K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$28K

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

+5.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$50

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$201

$67 / participant

Other / not subdivided$201100.0%

% of EOY assets

0.016%

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

$314,867

$183,539+71.6%

$155,556+102.4%

$145,897+115.8%

Participation rate

100.0%

82.7%+17.3pp

78.2%+21.8pp

80.3%+19.7pp

Annual return

5.12%

61.31%-56.2pp

64.84%-59.7pp

552.29%-547.2pp

Employer contribution / active EE

$9,420

$5,315+77.2%

$4,675+101.5%

$4,663+102.0%

Participant deferral / active EE

$18,546

$6,467+186.8%

$5,631+229.4%

$6,689+177.2%

Admin fee / account holder

$50

$19,275-99.7%

$15,885-99.7%

$13,390-99.6%

SMART PSYCHIATRIC SERVICES, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SMART PSYCHIATRIC SERVICES, INC. 401(K) 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