Retirement plan

DERYLL U. AMBROCIO, M.D., INC. 401(K) PLAN

Name: DERYLL U. AMBROCIO, M.D., INC. - DERYLL U. AMBROCIO, M.D., INC. 401(K) PLAN (2024) Form 5500
Creator: DERYLL U. AMBROCIO, M.D., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DERYLL U. AMBROCIO, M.D., INC. 401(K) PLAN, DERYLL U. AMBROCIO, M.D., INC.

DERYLL U. AMBROCIO, M.D., INC.EIN 26-4836456Plan #001PY 2024

500 ALA MOANA BLVD., SUITE 5-300 - HONOLULU, HI 96813808-531-7111LinkedIn1-10 employeeshospital & health care

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$591K

No prior year

Total participants

No prior year

Average account balance

$197,166

No prior year

Annual return

5173.51%

No prior year

Benchmarks

See 109,389 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,389 peers

Snapshot2024

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

Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

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 codes2E2G2J2R3D

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.
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

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

$6K

$1864 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.946%

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

$197,166

$183,592+7.4%

$155,574+26.7%

$145,877+35.2%

Participation rate

100.0%

82.7%+17.3pp

78.2%+21.8pp

80.3%+19.7pp

Annual return

5173.51%

61.37%+5112.1pp

64.87%+5108.6pp

551.28%+4622.2pp

Employer contribution / active EE

$4,083

$5,317-23.2%

$4,676-12.7%

$4,663-12.4%

Participant deferral / active EE

$7,667

$6,466+18.6%

$5,629+36.2%

$6,691+14.6%

Admin fee / account holder

$1,864

$19,316-90.3%

$15,914-88.3%

$13,402-86.1%

DERYLL U. AMBROCIO, M.D., INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DERYLL U. AMBROCIO, M.D., INC. 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