Retirement plan

PEORIA-TAZEWELL PATHOLOGY GROUP, S.C. 401(K) PROFIT SHARING PLAN

Name: PEORIA-TAZEWELL PATHOLOGY GROUP, S.C. - PEORIA-TAZEWELL PATHOLOGY GROUP, S.C. 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: PEORIA-TAZEWELL PATHOLOGY GROUP, S.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PEORIA-TAZEWELL PATHOLOGY GROUP, S.C. 401(K) PROFIT SHARING PLAN, PEORIA-TAZEWELL PATHOLOGY GROUP, S.C.

PEORIA-TAZEWELL PATHOLOGY GROUP, S.C.EIN 37-0913641Plan #011PY 2024

3010 HIGHLAND PKWY, STE 325 - DOWNERS GROVE, IL 60515309-672-4918LinkedIn11-50 employeesmedical practice

Other plans on this EIN

1 filing

#012Retirement-$5.1M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$20.7M

+26.6% from 2023

Total participants

+8.7% from 2023

Average account balance

$828,195

+16.5% from 2023

Annual return

18.65%

-2.30 pp from 2023

Benchmarks

See 109,631 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,631 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$20.70M

Not enough data

1 years with asset history on file

Average account balance

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

$828K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.30M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$65K

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

+18.65%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1874

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 codes2E2F2G2J2R

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.

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

$47K

$2342 / participant

Other / not subdivided$47K100.0%

% of EOY assets

0.226%

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

$828,195

$183,592+351.1%

$155,567+432.4%

$145,959+467.4%

Participation rate

100.0%

82.7%+17.3pp

78.2%+21.8pp

80.3%+19.7pp

Annual return

18.65%

61.24%-42.6pp

64.74%-46.1pp

561.95%-543.3pp

Employer contribution / active EE

$42,949

$5,315+708.1%

$4,674+818.9%

$4,661+821.5%

Participant deferral / active EE

$22,132

$6,464+242.4%

$5,628+293.3%

$6,689+230.9%

Admin fee / account holder

$1,874

$19,318-90.3%

$15,916-88.2%

$13,398-86.0%

PEORIA-TAZEWELL PATHOLOGY GROUP, S.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PEORIA-TAZEWELL PATHOLOGY GROUP, S.C. 401(K) 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