Retirement plan

HENNIKER PHARMACY 401(K) PLAN

Name: SARAH CHAPIN RX LLC - HENNIKER PHARMACY 401(K) PLAN (2024) Form 5500
Creator: SARAH CHAPIN RX LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HENNIKER PHARMACY 401(K) PLAN, SARAH CHAPIN RX LLC

SARAH CHAPIN RX LLCdba HENNIKER PHARMACYEIN 26-2290188Plan #002PY 2024

4 BRIDGE STREET, PO BOX 718 - HENNIKER, NH 032420718603-428-3456

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$443K

+25.7% from 2023

Total participants

-11.1% from 2023

Average account balance

$55,333

+41.4% from 2023

Annual return

14.55%

-5.48 pp from 2023

Benchmarks

See 22,272 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort22,272 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$443K

Not enough data

1 years with asset history on file

Average account balance

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

$55K

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.

266.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$45K

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

+14.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$813

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 codes2E2F2G2J3D

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.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$7K

$2167 / participant

Other / not subdivided$7K100.0%

% of EOY assets

1.468%

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

$55,333

$111,878-50.5%

$93,727-41.0%

$145,897-62.1%

Participation rate

100.0%

74.2%+25.8pp

68.7%+31.3pp

80.3%+19.7pp

Annual return

14.55%

204.28%-189.7pp

133.83%-119.3pp

552.29%-537.7pp

Employer contribution / active EE

$674

$3,092-78.2%

$2,421-72.2%

$4,663-85.6%

Participant deferral / active EE

$14,400

$4,920+192.7%

$4,417+226.0%

$6,689+115.3%

Admin fee / account holder

$813

$10,256-92.1%

$8,292-90.2%

$13,390-93.9%

HENNIKER PHARMACY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HENNIKER PHARMACY 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