Retirement plan

COBBS CREEK HEALTHCARE, LLC 401K PLAN

Name: COBBS CREEK HEALTHCARE, LLC - COBBS CREEK HEALTHCARE, LLC 401K PLAN (2025) Form 5500
Creator: COBBS CREEK HEALTHCARE, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COBBS CREEK HEALTHCARE, LLC 401K PLAN, COBBS CREEK HEALTHCARE, LLC

COBBS CREEK HEALTHCARE, LLCEIN 26-3464541Plan #001PY 2025

3748 WEST CHESTER PIKE, 1ST FLOOR - NEWTOWN SQUARE, PA 19073610-513-8740cobbscreekhealthcare.comLinkedIn51-200 employeespharmaceuticals

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.1M

+27.4% from 2024

Total participants

0.0% from 2024

Average account balance

$50,748

+33.5% from 2024

Annual return

14.83%

-2.18 pp from 2024

Benchmarks

See 4,989 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants25-99

Cohort4,989 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.15M

Not enough data

1 years with asset history on file

Average account balance

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

$51K

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.

137.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$531K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+14.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3943

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 codes2E2F2J2T3D

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).
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.
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

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

$244K

$5433 / participant

Other / not subdivided$244K100.0%

% of EOY assets

7.771%

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

$50,748

$146,267-65.3%

$197,124-74.3%

$82,448-38.4%

Participation rate

80.0%

84.0%-4.0pp

86.7%-6.7pp

68.1%+11.9pp

Annual return

14.83%

29.61%-14.8pp

44.34%-29.5pp

41.64%-26.8pp

Employer contribution / active EE

$3,452

$4,723-26.9%

$6,227-44.6%

$2,551+35.3%

Participant deferral / active EE

$8,349

$7,035+18.7%

$9,135-8.6%

$4,139+101.7%

Admin fee / account holder

$3,943

$14,422-72.7%

$16,298-75.8%

$7,234-45.5%

COBBS CREEK HEALTHCARE, LLC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COBBS CREEK HEALTHCARE, LLC 401K 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