Retirement plan

DUPAGE NEONATOLOGY ASSOCIATES, SC PROFIT SHARING PLAN

Name: DUPAGE NEONATOLOGY ASSOCIATES, SC - DUPAGE NEONATOLOGY ASSOCIATES, SC PROFIT SHARING PLAN (2024) Form 5500
Creator: DUPAGE NEONATOLOGY ASSOCIATES, SC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DUPAGE NEONATOLOGY ASSOCIATES, SC PROFIT SHARING PLAN, DUPAGE NEONATOLOGY ASSOCIATES, SC

DUPAGE NEONATOLOGY ASSOCIATES, SCEIN 36-3879842Plan #001PY 2024

P.O. BOX 487 - HINSDALE, IL 605220487847-991-0440

Other plans on this EIN

1 filing

#002Retirement-$12.5M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$14M

+33.7% from 2023

Total participants

-3.6% from 2023

Average account balance

$560,837

+49.8% from 2023

Annual return

34.89%

+23.36 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

$14.02M

Not enough data

1 years with asset history on file

Average account balance

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

$561K

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.

113.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$421K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+34.89%

Not enough data

1 years with return on file

Admin fee / account holder

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

$21652

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 codes2E2G2J2R2T3D

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.
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

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

$541K

$24605 / participant

Other / not subdivided$541K100.0%

% of EOY assets

3.861%

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

$560,837

$183,627+205.4%

$155,602+260.4%

$145,978+284.2%

Participation rate

90.9%

82.7%+8.2pp

78.2%+12.7pp

80.3%+10.6pp

Annual return

34.89%

61.32%-26.4pp

64.81%-29.9pp

550.52%-515.6pp

Employer contribution / active EE

$8,085

$5,316+52.1%

$4,675+72.9%

$4,662+73.4%

Participant deferral / active EE

$11,039

$6,466+70.7%

$5,629+96.1%

$6,690+65.0%

Admin fee / account holder

$21,652

$19,327+12.0%

$15,923+36.0%

$13,400+61.6%

DUPAGE NEONATOLOGY ASSOCIATES, SC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DUPAGE NEONATOLOGY ASSOCIATES, SC 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