Retirement plan

OHIO ANESTHESIA GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Name: OHIO ANESTHESIA GROUP, INC. - OHIO ANESTHESIA GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST (2024) Form 5500
Creator: OHIO ANESTHESIA GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OHIO ANESTHESIA GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST, OHIO ANESTHESIA GROUP, INC.

OHIO ANESTHESIA GROUP, INC.EIN 26-0347451Plan #001PY 2024

4450 BELDEN VILLAGE ST NW, STE 307 - CANTON, OH 447182592330-499-5700ohioanesthesia.comLinkedIn51-200 employeesmedical practice

Prospect flagsHigh feesHigh assets / participantFailed to transmit contributions

How to read this page

Total assets (EOY)

$62.1M

+2.5% from 2023

Total participants

138

+5.3% from 2023

Average account balance

$477,523

-8.6% from 2023

Annual return

13.89%

-3.02 pp from 2023

Benchmarks

See 6,026 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort6,026 peers

Snapshot2024

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Analytics

Total assets (EOY)

Plan-year ending balance

$62.08M

Not enough data

1 years with asset history on file

Average account balance

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

$478K

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.

130

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.

92.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.42M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$32K

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

+13.89%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2771

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 10 of 14 by compensation

Provider	Service type	Compensation
ALPHA CAPITAL MANAGEMENT GROUP LLC5 years Filed as: ALPHA CAPITAL MANAGEMENT Service code 28 5407 PARKCREST DR., FLR 2 · AUSTIN, TX 78731	Investment Management	$67,443
AMERICAN UNITED LIFE INSURANCE CO5 years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846	Recordkeeping	$49,811
LINCOLN NATIONAL CORPORATION7 years Filed as: LINCOLN FINANCIAL ADVISORS COMP Service code 99 · EIN 35-1151031	Other Fees	$48,800
AURUM WEALTH MANAGEMENT GROUP5 years Filed as: AURUM WEALTH MANAGEMENT Service code 28 700 SEVENTEENTH ST · DENVER, CO 80202	Investment Management	$30,941
SEQUOIA FINANCIAL ADVISORS LLC5 years Filed as: SEQUOIA FINANCIAL ADVISORS, LLC Service code 27 · EIN 34-1913859 3500 EMBASSY PARKWAY · AKRON, OH 44333	Advisory (Plan)	$27,232
JANNEY MONTGOMERY SCOTT LLC3 years Service code 28 5005 ROCKSIDE ROAD · INDEPENDENCE, OH 44131	Investment Management	$27,088
TNLPG4 years Service code 28 · EIN 81-4642114	Investment Management	$23,153
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 11-3658445 200 PUBLIC SQUARE · CLEVELAND, OH 44114	Investment Management	$18,720
GOLDMAN SACHS5 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 5050 KINGSLEY DR · CINCINNATI, OH 45263	Investment Management	$15,784
COOKSON PEIRCE & CO INC4 years Filed as: COOKSON PEIRCE WEALTH MANAGEMENT Service code 26 555 GRANS ST · PITTSBURGH, PA 15219	Advisory (Participants)	$14,204

Plan features & details

Pension benefit codes2E2G2J2K2R3D2F2A

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$360K

$3366 / participant

Recordkeeping$50K13.8%
Investment mgmt$58K16.1%
Contract admin$245K68.0%
Other / not subdivided$8K2.1%

% of EOY assets

0.580%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: MEADEN & MOORE, LTD.
Auditor EIN: 341818258
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$477,523

$55,415+761.7%

$155,509+207.1%

$74,495+541.0%

Participation rate

92.5%

61.9%+30.6pp

78.2%+14.3pp

67.2%+25.3pp

Annual return

13.89%

268.50%-254.6pp

64.67%-50.8pp

1364.94%-1351.1pp

Employer contribution / active EE

$16,714

$2,267+637.3%

$4,672+257.7%

$2,623+537.2%

Participant deferral / active EE

$15,210

$2,836+436.3%

$5,626+170.4%

$4,346+250.0%

Admin fee / account holder

$2,771

$1,738+59.4%

$15,912-82.6%

$1,942+42.7%

Provider

Service type

Compensation

ALPHA CAPITAL MANAGEMENT GROUP LLC5 years

Filed as: ALPHA CAPITAL MANAGEMENT

Service code 28

5407 PARKCREST DR., FLR 2 · AUSTIN, TX 78731

Investment Management

$67,443

AMERICAN UNITED LIFE INSURANCE CO5 years

Filed as: ONEAMERICA RETIREMENT SERVICES LLC

Service code 15 · EIN 46-5378846

Recordkeeping

$49,811

LINCOLN NATIONAL CORPORATION7 years

Filed as: LINCOLN FINANCIAL ADVISORS COMP

Service code 99 · EIN 35-1151031

Other Fees

$48,800

AURUM WEALTH MANAGEMENT GROUP5 years

Filed as: AURUM WEALTH MANAGEMENT

Service code 28

700 SEVENTEENTH ST · DENVER, CO 80202

Investment Management

$30,941

SEQUOIA FINANCIAL ADVISORS LLC5 years

Filed as: SEQUOIA FINANCIAL ADVISORS, LLC

Service code 27 · EIN 34-1913859

3500 EMBASSY PARKWAY · AKRON, OH 44333

Advisory (Plan)

$27,232

JANNEY MONTGOMERY SCOTT LLC3 years

Service code 28

5005 ROCKSIDE ROAD · INDEPENDENCE, OH 44131

Investment Management

$27,088

TNLPG4 years

Service code 28 · EIN 81-4642114

Investment Management

$23,153

MORGAN STANLEY SMITH BARNEY2 years

Filed as: MORGAN STANLEY SMITH BARNEY LLC

Service code 28 · EIN 11-3658445

200 PUBLIC SQUARE · CLEVELAND, OH 44114

Investment Management

$18,720

GOLDMAN SACHS5 years

Filed as: GOLDMAN SACHS ASSET MANAGEMENT

Service code 28

5050 KINGSLEY DR · CINCINNATI, OH 45263

Investment Management

$15,784

COOKSON PEIRCE & CO INC4 years

Filed as: COOKSON PEIRCE WEALTH MANAGEMENT

Service code 26

555 GRANS ST · PITTSBURGH, PA 15219

Advisory (Participants)

$14,204

OHIO ANESTHESIA GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OHIO ANESTHESIA GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST

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