Retirement plan

SPRINGDALE MASON PEDIATRIC ASSOCIATES, INC. 401(K) PLAN

Name: SPRINGDALE-MASON PEDIATRIC ASSOCIATES, INC. - SPRINGDALE MASON PEDIATRIC ASSOCIATES, INC. 401(K) PLAN (2025) Form 5500
Creator: SPRINGDALE-MASON PEDIATRIC ASSOCIATES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SPRINGDALE MASON PEDIATRIC ASSOCIATES, INC. 401(K) PLAN, SPRINGDALE-MASON PEDIATRIC ASSOCIATES, INC.

SPRINGDALE-MASON PEDIATRIC ASSOCIATES, INC.EIN 31-0840164Plan #002PY 2025

11360 SPRINGFIELD PIKE - CINCINNATI, OH 452464202513-771-1613LinkedIn1-10 employeeshospital & health care

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$8.9M

-5.8% from 2024

Total participants

-4.0% from 2024

Average account balance

$185,267

-1.8% from 2024

Annual return

13.73%

+2.88 pp from 2024

Benchmarks

See 8,256 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort8,256 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.89M

Not enough data

1 years with asset history on file

Average account balance

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

$185K

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.

160.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$293K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+13.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$45508

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 codes2E2G2J2T3D

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.
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

$2.2M

$72813 / participant

Other / not subdivided$2M100.0%

% of EOY assets

24.564%

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

$185,267

$78,690+135.4%

$161,489+14.7%

$87,485+111.8%

Participation rate

100.0%

67.5%+32.5pp

78.7%+21.3pp

68.9%+31.1pp

Annual return

13.73%

32.74%-19.0pp

89.72%-76.0pp

26.06%-12.3pp

Employer contribution / active EE

$2,633

$2,588+1.7%

$4,268-38.3%

$2,596+1.4%

Participant deferral / active EE

$7,127

$3,311+115.3%

$5,630+26.6%

$4,274+66.8%

Admin fee / account holder

$45,508

$6,724+576.8%

$16,006+184.3%

$7,775+485.3%

SPRINGDALE MASON PEDIATRIC ASSOCIATES, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SPRINGDALE MASON PEDIATRIC ASSOCIATES, 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