Retirement plan

SURGICAL ASSOCIATES OF MARQUETTE, P.C. PROFIT SHARING PLAN

Name: SURGICAL ASSOCIATES OF MARQUETTE, P.C. - SURGICAL ASSOCIATES OF MARQUETTE, P.C. PROFIT SHARING PLAN (2025) Form 5500
Creator: SURGICAL ASSOCIATES OF MARQUETTE, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SURGICAL ASSOCIATES OF MARQUETTE, P.C. PROFIT SHARING PLAN, SURGICAL ASSOCIATES OF MARQUETTE, P.C.

SURGICAL ASSOCIATES OF MARQUETTE, P.C.EIN 38-1958183Plan #002PY 2025

1414 WEST FAIR AVE, SUITE 230 - MARQUETTE, MI 49855906-225-3853surgicalassociatesofmarquette.comLinkedIn11-50 employeeshospital & health care

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$3.2M

+11.2% from 2024

Total participants

-6.7% from 2024

Average account balance

$230,651

+19.1% from 2024

Annual return

10.79%

-0.50 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

$3.23M

Not enough data

1 years with asset history on file

Average account balance

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

$231K

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$81K

Not enough data

1 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

+10.79%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6626

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 codes2E2F2G2J2R3D

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.
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.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$93K

Other / not subdivided$93K100.0%

% of EOY assets

2.873%

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

$230,651

$174,379+32.3%

$152,093+51.7%

$138,895+66.1%

Participation rate

0.0%

81.6%-81.6pp

77.8%-77.8pp

79.9%-79.9pp

Annual return

10.79%

74.86%-64.1pp

66.36%-55.6pp

145.39%-134.6pp

Employer contribution / active EE

$4,652-100.0%

$4,175-100.0%

$4,194-100.0%

Participant deferral / active EE

$6,159-100.0%

$5,451-100.0%

$6,396-100.0%

Admin fee / account holder

$6,626

$16,880-60.7%

$14,497-54.3%

$12,562-47.3%

SURGICAL ASSOCIATES OF MARQUETTE, P.C. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SURGICAL ASSOCIATES OF MARQUETTE, P.C. 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