Retirement plan

OSCAR MENDEZ, MD, PA 401(K) PLAN

Name: OSCAR MENDEZ, MD, PA - OSCAR MENDEZ, MD, PA 401(K) PLAN (2025) Form 5500
Creator: OSCAR MENDEZ, MD, PA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OSCAR MENDEZ, MD, PA 401(K) PLAN, OSCAR MENDEZ, MD, PA

OSCAR MENDEZ, MD, PAEIN 26-0654479Plan #001PY 2025

2951 NW 49TH AVENUE, SUITE 306 - LAUDERDALE LAKES, FL 33313954-717-4066oscarmendezmd.comLinkedIn11-50 employeesmedical practice

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$2.7M

+21.5% from 2024

Total participants

+6.4% from 2024

Average account balance

$101,302

-19.0% from 2024

Annual return

14.06%

+4.50 pp from 2024

Benchmarks

See 15,542 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort15,542 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.74M

Not enough data

1 years with asset history on file

Average account balance

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

$101K

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.

58.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$168K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+14.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$101,302

$76,407+32.6%

$150,298-32.6%

$82,448+22.9%

Participation rate

50.0%

66.4%-16.4pp

77.8%-27.8pp

68.1%-18.1pp

Annual return

14.06%

39.99%-25.9pp

62.79%-48.7pp

41.64%-27.6pp

Employer contribution / active EE

$1,379

$2,614-47.3%

$4,154-66.8%

$2,551-46.0%

Participant deferral / active EE

$2,284

$3,214-29.0%

$5,453-58.1%

$4,139-44.8%

Admin fee / account holder

$6,352-100.0%

$14,116-100.0%

$7,234-100.0%

OSCAR MENDEZ, MD, PA 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

OSCAR MENDEZ, MD, PA 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion