Retirement plan

ANESTHESIA ASSOCIATES, P.L.L. PROFIT SHARING PLAN AND TRUST

Name: ANESTHESIA ASSOCIATES, P.L.L. - ANESTHESIA ASSOCIATES, P.L.L. PROFIT SHARING PLAN AND TRUST (2024) Form 5500
Creator: ANESTHESIA ASSOCIATES, P.L.L.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANESTHESIA ASSOCIATES, P.L.L. PROFIT SHARING PLAN AND TRUST, ANESTHESIA ASSOCIATES, P.L.L.

ANESTHESIA ASSOCIATES, P.L.L.EIN 34-0894140Plan #002PY 2024

17074 RACCOON TRAIL - STRONGSVILLE, OH 44136216-409-0521LinkedIn51-200 employeesmedical practice

Prospect flagsHigh feesLow employer contributionLow participant contributionWind-down / frozen

How to read this page

Total assets (EOY)

$3.3M

-93.2% from 2023

Total participants

-74.0% from 2023

Average account balance

$103,654

-73.8% from 2023

Annual return

13.14%

-9.96 pp from 2023

Benchmarks

See 109,298 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,298 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-10.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

Top 7 by compensation

Provider	Service type	Compensation
ZABARSKY & ASSOCIATES, LLC2 years Service code 15 · EIN 82-0560553 17074 RACCOON TRAIL · STRONGSVILLE, OH 44136	Recordkeeping	$81,789
COOKSON PEIRCE & CO INC2 years Filed as: COOKSON PEIRCE & CO. INC Service code 28 · EIN 25-1449860 555 GRANT STREET, SUITE 380 · PITTSBURGH, PA 15219	Investment Management	$43,920
MEADEN & MOORE, LTD.1 year Filed as: MEADEN & MOORE, LTD Service code 10 · EIN 34-1818258	Accounting	$39,000
CARNEGIE INVESTMENT COUNSEL2 years Filed as: CARNEGIE CAPITAL ASSET Service code 28 · EIN 26-4766975 30300 CHAGRIN BOULEVARD · PEPPER PIKE, OH 44124	Investment Management	$19,191
HAZLETT, BURT AND WATSON3 years Service code 28 · EIN 55-0538822 1300 CHAPLINE ST. · WHEELING, WV 26003	Investment Management	$13,447
CHARLES SCHWAB & CO., INC.2 years Service code 71 · EIN 94-1737782	Brokerage Fees	$6,023
REGAL INVESTMENT ADVISORS LLC1 year Service code 28 · EIN 22-3844414	Investment Management	$5,166

Plan features & details

Pension benefit codes2E2F2G2J2R2T3B3D3H

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

4 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

Expense breakdown

Schedule H Part II

Admin total

$215K

$11952 / participant

Recordkeeping$82K38.0%
Trustee / custodial$8320.4%
Investment mgmt$94K43.5%
Other / not subdivided$39K18.1%

% of EOY assets

6.486%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: MEADEN & MOORE, LTD
Auditor EIN: 341818258
Audit fees: $39,000
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$103,654

$183,516-43.5%

$155,534-33.4%

$145,884-28.9%

Participation rate

100.0%

82.7%+17.3pp

78.2%+21.8pp

80.3%+19.7pp

Annual return

13.14%

61.43%-48.3pp

64.92%-51.8pp

551.85%-538.7pp

Employer contribution / active EE

$5,315-100.0%

$4,675-100.0%

$4,662-100.0%

Participant deferral / active EE

$6,467-100.0%

$5,630-100.0%

$6,690-100.0%

Admin fee / account holder

$6,723

$19,293-65.2%

$15,900-57.7%

$13,392-49.8%

Provider

Service type

Compensation

ZABARSKY & ASSOCIATES, LLC2 years

Service code 15 · EIN 82-0560553

17074 RACCOON TRAIL · STRONGSVILLE, OH 44136

Recordkeeping

$81,789

COOKSON PEIRCE & CO INC2 years

Filed as: COOKSON PEIRCE & CO. INC

Service code 28 · EIN 25-1449860

555 GRANT STREET, SUITE 380 · PITTSBURGH, PA 15219

Investment Management

$43,920

MEADEN & MOORE, LTD.1 year

Filed as: MEADEN & MOORE, LTD

Service code 10 · EIN 34-1818258

Accounting

$39,000

CARNEGIE INVESTMENT COUNSEL2 years

Filed as: CARNEGIE CAPITAL ASSET

Service code 28 · EIN 26-4766975

30300 CHAGRIN BOULEVARD · PEPPER PIKE, OH 44124

Investment Management

$19,191

HAZLETT, BURT AND WATSON3 years

Service code 28 · EIN 55-0538822

1300 CHAPLINE ST. · WHEELING, WV 26003

Investment Management

$13,447

CHARLES SCHWAB & CO., INC.2 years

Service code 71 · EIN 94-1737782

Brokerage Fees

$6,023

REGAL INVESTMENT ADVISORS LLC1 year

Service code 28 · EIN 22-3844414

Investment Management

$5,166

ANESTHESIA ASSOCIATES, P.L.L. PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANESTHESIA ASSOCIATES, P.L.L. PROFIT SHARING PLAN AND TRUST

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