Retirement plan

BRIGGS OPHTHALMOLOGY & ASSOCIATES, S.C. PROFIT SHARING & 401(K) PLAN

Name: BRIGGS OPHTHALMOLOGY & ASSOCIATES, S.C. - BRIGGS OPHTHALMOLOGY & ASSOCIATES, S.C. PROFIT SHARING & 401(K) PLAN (2025) Form 5500
Creator: BRIGGS OPHTHALMOLOGY & ASSOCIATES, S.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRIGGS OPHTHALMOLOGY & ASSOCIATES, S.C. PROFIT SHARING & 401(K) PLAN, BRIGGS OPHTHALMOLOGY & ASSOCIATES, S.C.

BRIGGS OPHTHALMOLOGY & ASSOCIATES, S.C.EIN 36-3990968Plan #001PY 2025

1467 JOLIET STREET SUITE C - DYER, IN 46311219-322-2723ksbeyedr.comLinkedIn11-50 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.4M

+19.1% from 2024

Total participants

+40.0% from 2024

Average account balance

$115,319

-14.9% from 2024

Annual return

16.76%

+7.33 pp from 2024

Benchmarks

See 66,971 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort66,971 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.42M

Not enough data

1 years with asset history on file

Average account balance

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

$115K

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.

161.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$101K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+16.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2584

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 codes2E2H2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

$54K

$4174 / participant

Other / not subdivided$54K100.0%

% of EOY assets

2.241%

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

$115,319

$174,379-33.9%

$152,093-24.2%

$138,895-17.0%

Participation rate

100.0%

81.6%+18.4pp

77.8%+22.2pp

79.9%+20.1pp

Annual return

16.76%

74.86%-58.1pp

66.36%-49.6pp

145.39%-128.6pp

Employer contribution / active EE

$5,836

$4,652+25.5%

$4,175+39.8%

$4,194+39.2%

Participant deferral / active EE

$1,940

$6,159-68.5%

$5,451-64.4%

$6,396-69.7%

Admin fee / account holder

$2,584

$16,880-84.7%

$14,497-82.2%

$12,562-79.4%

BRIGGS OPHTHALMOLOGY & ASSOCIATES, S.C. PROFIT SHARING & 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BRIGGS OPHTHALMOLOGY & ASSOCIATES, S.C. PROFIT SHARING & 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