Retirement plan

PRINCETON RADIOLOGY ASSOCIATES, PA 401(K) PROFIT SHARING PLAN

Name: PRINCETON RADIOLOGY ASSOCIATES, P.A - PRINCETON RADIOLOGY ASSOCIATES, PA 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: PRINCETON RADIOLOGY ASSOCIATES, P.A
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PRINCETON RADIOLOGY ASSOCIATES, PA 401(K) PROFIT SHARING PLAN, PRINCETON RADIOLOGY ASSOCIATES, P.A

PRINCETON RADIOLOGY ASSOCIATES, P.AEIN 22-1977626Plan #002PY 2024

619 ALEXANDER ROAD, SUITE 203 - PRINCETON, NJ 08540732-821-5563princetonderm.comLinkedIn51-200 employeesmedical practice

Prospect flagsHigh feesHigh assets / participant

Top hat statement on fileNQDC

Filed March 15, 2006

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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How to read this page

Total assets (EOY)

$125.3M

+13.3% from 2023

Total participants

437

+2.1% from 2023

Average account balance

$309,416

+10.8% from 2023

Annual return

14.95%

-1.39 pp from 2023

Benchmarks

See 4,141 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort4,141 peers

Snapshot2024

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Analytics

Total assets (EOY)

Plan-year ending balance

$125.31M

Not enough data

1 years with asset history on file

Average account balance

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

$309K

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.

405

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.

90.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5.18M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+14.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$317

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

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Service providers

Top 5 by compensation

Provider	Service type	Compensation
WEB401K.COM, INC.5 years Service code 14 · EIN 23-2295461	Plan Administrator	$78,378
CURI WEALTH MANAGEMENT LLC3 years Filed as: CURI WEALTH MANAGEMENT, LLC Service code 26 · EIN 61-1764391	Advisory (Participants)	$37,170
LOGAN CAPITAL MANAGEMENT, INC.6 years Filed as: LOGAN CAPITAL MANAGEMENT Service code 26 · EIN 23-2744570	Advisory (Participants)	$15,769
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259	Securities Custodian	$12,595
CONDOR CAPITAL MANAGMENT3 years Service code 26 · EIN 22-2915364	Advisory (Participants)	$6,256

Plan features & details

Pension benefit codes2E2F2G2J2K2R3D

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).
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.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

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

$128K

$378 / participant

Recordkeeping$78K60.8%
Trustee / custodial$13K10.2%
Investment mgmt$37K29.0%

% of EOY assets

0.102%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: ISDANER & COMPANY, LLC
Auditor EIN: 236410283
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$309,416

$50,815+508.9%

$155,509+99.0%

$77,643+298.5%

Participation rate

90.6%

63.1%+27.5pp

78.2%+12.4pp

70.6%+20.0pp

Annual return

14.95%

34.80%-19.9pp

64.67%-49.7pp

31.24%-16.3pp

Employer contribution / active EE

$8,347

$1,993+318.9%

$4,672+78.6%

$2,726+206.2%

Participant deferral / active EE

$6,931

$2,822+145.6%

$5,626+23.2%

$4,647+49.1%

Admin fee / account holder

$317

$437-27.5%

$15,912-98.0%

$430-26.4%

Provider

Service type

Compensation

WEB401K.COM, INC.5 years

Service code 14 · EIN 23-2295461

Plan Administrator

$78,378

CURI WEALTH MANAGEMENT LLC3 years

Filed as: CURI WEALTH MANAGEMENT, LLC

Service code 26 · EIN 61-1764391

Advisory (Participants)

$37,170

LOGAN CAPITAL MANAGEMENT, INC.6 years

Filed as: LOGAN CAPITAL MANAGEMENT

Service code 26 · EIN 23-2744570

Advisory (Participants)

$15,769

CHARLES SCHWAB & CO., INC.4 years

Filed as: CHARLES SCHWAB TRUST BANK

Service code 19 · EIN 82-3967259

Securities Custodian

$12,595

CONDOR CAPITAL MANAGMENT3 years

Service code 26 · EIN 22-2915364

Advisory (Participants)

$6,256

PRINCETON RADIOLOGY ASSOCIATES, PA 401(K) PROFIT SHARING PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PRINCETON RADIOLOGY ASSOCIATES, PA 401(K) PROFIT SHARING PLAN

Top hat statement on fileNQDC

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