Retirement plan

ALLERGY AND CLINICAL IMMUNOLOGY ASSOCIATES, P.C. AMENDED AND RESTATED PROFIT SHARING PLAN

Name: ALLERGY AND CLINICAL IMMUNOLOGY ASSOCIATES, P.C. - ALLERGY AND CLINICAL IMMUNOLOGY ASSOCIATES, P.C. AMENDED AND RESTATED PROFIT SHARING PLAN (2024) Form 5500
Creator: ALLERGY AND CLINICAL IMMUNOLOGY ASSOCIATES, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALLERGY AND CLINICAL IMMUNOLOGY ASSOCIATES, P.C. AMENDED AND RESTATED PROFIT SHARING PLAN, ALLERGY AND CLINICAL IMMUNOLOGY ASSOCIATES, P.C.

ALLERGY AND CLINICAL IMMUNOLOGY ASSOCIATES, P.C.EIN 25-1806736Plan #002PY 2024

180 FORT COUCH ROAD - PITTSBURGH, PA 152411081412-833-8811

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$2.6M

+3.7% from 2023

Total participants

-11.4% from 2023

Average account balance

$65,927

+17.0% from 2023

Annual return

9.80%

-4.91 pp from 2023

Benchmarks

See 21,691 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort21,691 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.57M

Not enough data

1 years with asset history on file

Average account balance

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

$66K

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.

134.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$250K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+9.80%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10472

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 codes2E2G2J2T2F3D2R

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

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$408K

$14083 / participant

Other / not subdivided$408K100.0%

% of EOY assets

15.884%

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

$65,927

$81,358-19.0%

$155,556-57.6%

$80,959-18.6%

Participation rate

100.0%

66.3%+33.7pp

78.2%+21.8pp

67.7%+32.3pp

Annual return

9.80%

33.39%-23.6pp

64.84%-55.0pp

35.67%-25.9pp

Employer contribution / active EE

$4,238

$3,106+36.4%

$4,675-9.4%

$2,757+53.7%

Participant deferral / active EE

$4,391

$3,455+27.1%

$5,631-22.0%

$4,300+2.1%

Admin fee / account holder

$10,472

$7,994+31.0%

$15,885-34.1%

$6,925+51.2%

ALLERGY AND CLINICAL IMMUNOLOGY ASSOCIATES, P.C. AMENDED AND RESTATED PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALLERGY AND CLINICAL IMMUNOLOGY ASSOCIATES, P.C. AMENDED AND RESTATED 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