Retirement plan

BLOOMFIELD HAND SPECIALISTS PC 401(K) PROFIT SHARING PLAN & TRUST

Name: BLOOMFIELD HAND SPECIALISTS PC - BLOOMFIELD HAND SPECIALISTS PC 401(K) PROFIT SHARING PLAN & TRUST (2025) Form 5500
Creator: BLOOMFIELD HAND SPECIALISTS PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BLOOMFIELD HAND SPECIALISTS PC 401(K) PROFIT SHARING PLAN & TRUST, BLOOMFIELD HAND SPECIALISTS PC

BLOOMFIELD HAND SPECIALISTS PCEIN 38-2125315Plan #002PY 2025

1349 S ROCHESTER RD STE 225 - ROCHESTER HILLS, MI 483073183248-650-5300bloomfieldhand.comLinkedIn1-10 employees

Other plans on this EIN

1 filing

#001Retirement-$1.2M assets

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$118K

+39.4% from 2024

Total participants

+12.5% from 2024

Average account balance

$39,194

+39.4% from 2024

Annual return

22.42%

-4.12 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

$118K

Not enough data

1 years with asset history on file

Average account balance

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

$39K

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.

37.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$14K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+22.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20

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 codes2E2F2G2J2T3D

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.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$60

$8 / participant

Other / not subdivided$60100.0%

% of EOY assets

0.051%

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

$39,194

$174,379-77.5%

$152,093-74.2%

$138,895-71.8%

Participation rate

25.0%

81.6%-56.6pp

77.8%-52.8pp

79.9%-54.9pp

Annual return

22.42%

74.86%-52.4pp

66.36%-43.9pp

145.39%-123.0pp

Employer contribution / active EE

$4,652-100.0%

$4,175-100.0%

$4,194-100.0%

Participant deferral / active EE

$1,789

$6,159-70.9%

$5,451-67.2%

$6,396-72.0%

Admin fee / account holder

$20

$16,880-99.9%

$14,497-99.9%

$12,562-99.8%

BLOOMFIELD HAND SPECIALISTS PC 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BLOOMFIELD HAND SPECIALISTS PC 401(K) PROFIT SHARING PLAN & 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