Retirement plan

LAWN MEDICAL CENTER, S.C. EMPLOYEES' RETIREMENT PLAN AND TRUST

Name: LAWN MEDICAL CENTER, S.C. - LAWN MEDICAL CENTER, S.C. EMPLOYEES' RETIREMENT PLAN AND TRUST (2025) Form 5500
Creator: LAWN MEDICAL CENTER, S.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LAWN MEDICAL CENTER, S.C. EMPLOYEES' RETIREMENT PLAN AND TRUST, LAWN MEDICAL CENTER, S.C.

LAWN MEDICAL CENTER, S.C.EIN 36-2663974Plan #001PY 2025

4301 W 95TH ST - OAK LAWN, IL 60453708-425-5500lawnmedical.comLinkedIn1-10 employeeshospital & health care

Prospect flagsLow returnsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$19.8M

-10.1% from 2024

Total participants

+3.3% from 2024

Average account balance

$324,907

-11.6% from 2024

Annual return

11.97%

-5.31 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

$19.82M

Not enough data

1 years with asset history on file

Average account balance

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

$325K

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.

96.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$827K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$26K

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

+11.97%

Not enough data

1 years with return on file

Admin fee / account holder

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

$94183

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 codes2E2F2H2J2R2T3D

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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
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

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$5.7M

$179537 / participant

Other / not subdivided$6M100.0%

% of EOY assets

28.988%

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

$324,907

$78,690+312.9%

$161,489+101.2%

$87,485+271.4%

Participation rate

96.9%

67.5%+29.4pp

78.7%+18.2pp

68.9%+27.9pp

Annual return

11.97%

32.74%-20.8pp

89.72%-77.7pp

26.06%-14.1pp

Employer contribution / active EE

$16,183

$2,588+525.2%

$4,268+279.1%

$2,596+523.3%

Participant deferral / active EE

$9,651

$3,311+191.5%

$5,630+71.4%

$4,274+125.8%

Admin fee / account holder

$94,183

$6,724+1300.8%

$16,006+488.4%

$7,775+1111.4%

LAWN MEDICAL CENTER, S.C. EMPLOYEES' RETIREMENT PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LAWN MEDICAL CENTER, S.C. EMPLOYEES' RETIREMENT 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