Retirement plan

GREAT LAKES ANESTHESIA AND PAIN SPECIALIST SC 401(K) PROFIT SHARING PLAN

Name: GREAT LAKES ANESTHESIA & PAIN SPECIALIST SC - GREAT LAKES ANESTHESIA AND PAIN SPECIALIST SC 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: GREAT LAKES ANESTHESIA & PAIN SPECIALIST SC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GREAT LAKES ANESTHESIA AND PAIN SPECIALIST SC 401(K) PROFIT SHARING PLAN, GREAT LAKES ANESTHESIA & PAIN SPECIALIST SC

GREAT LAKES ANESTHESIA & PAIN SPECIALIST SCEIN 27-0492067Plan #001PY 2024

5525 GREEN BAY ROAD - KENOSHA, WI 53144262-757-2060

Other plans on this EIN

1 filing

#003Retirement--

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$5.8M

+1.0% from 2023

Total participants

-12.5% from 2023

Average account balance

$826,839

+15.4% from 2023

Annual return

12.37%

-6.19 pp from 2023

Benchmarks

See 109,510 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,510 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.79M

Not enough data

1 years with asset history on file

Average account balance

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

$827K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$499K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$71K

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

+12.37%

Not enough data

1 years with return on file

Admin fee / account holder

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

$164485

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 codes2E2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$1.2M

$164485 / participant

Other / not subdivided$1M100.0%

% of EOY assets

19.893%

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

$826,839

$183,627+350.3%

$155,602+431.4%

$145,978+466.4%

Participation rate

100.0%

82.7%+17.3pp

78.2%+21.8pp

80.3%+19.7pp

Annual return

12.37%

61.32%-48.9pp

64.81%-52.4pp

550.52%-538.1pp

Employer contribution / active EE

$48,436

$5,316+811.1%

$4,675+936.0%

$4,662+939.0%

Participant deferral / active EE

$22,893

$6,466+254.1%

$5,629+306.7%

$6,690+242.2%

Admin fee / account holder

$164,485

$19,327+751.1%

$15,923+933.0%

$13,400+1127.5%

GREAT LAKES ANESTHESIA AND PAIN SPECIALIST SC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GREAT LAKES ANESTHESIA AND PAIN SPECIALIST SC 401(K) PROFIT SHARING 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