Retirement plan

K1DS COUNT THERAPY, LLC 401(K) PLAN

Name: K1DS COUNT THERAPY, LLC - K1DS COUNT THERAPY, LLC 401(K) PLAN (2024) Form 5500
Creator: K1DS COUNT THERAPY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, K1DS COUNT THERAPY, LLC 401(K) PLAN, K1DS COUNT THERAPY, LLC

K1DS COUNT THERAPY, LLCEIN 27-4298104Plan #002PY 2024

1353 E. MAIN STREET - BROWNSBURG, IN 46112317-520-4748kctherapy.comLinkedIn201-500 employeesmedical practice

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$3.7M

+29.3% from 2023

Total participants

235

+11.4% from 2023

Average account balance

$30,119

+32.5% from 2023

Annual return

15.62%

-5.59 pp from 2023

Benchmarks

See 6,019 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort6,019 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.70M

Not enough data

1 years with asset history on file

Average account balance

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

$30K

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.

123

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.

42.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$541K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+15.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$146

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
VOYA RETIREMENT INSURANCE & ANNUITY2 years Service code 26 · EIN 71-0294708	Advisory (Participants)	$17,305

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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$18K

$93 / participant

Investment mgmt$2771.5%
Contract admin$18K97.9%
Other / not subdivided$1000.6%

% of EOY assets

0.485%

all-in expense ratio

Categories reported

2 / 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

$30,119

$55,472-45.7%

$155,567-80.6%

$74,546-59.6%

Participation rate

42.0%

61.9%-19.9pp

78.2%-36.2pp

67.2%-25.2pp

Annual return

15.62%

268.72%-253.1pp

64.74%-49.1pp

1366.03%-1350.4pp

Employer contribution / active EE

$1,007

$2,269-55.6%

$4,674-78.5%

$2,624-61.6%

Participant deferral / active EE

$1,794

$2,838-36.8%

$5,628-68.1%

$4,347-58.7%

Admin fee / account holder

$146

$1,743-91.6%

$15,916-99.1%

$1,944-92.5%

Provider

Service type

Compensation

VOYA RETIREMENT INSURANCE & ANNUITY2 years

Service code 26 · EIN 71-0294708

Advisory (Participants)

$17,305

K1DS COUNT THERAPY, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

K1DS COUNT THERAPY, LLC 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