Retirement plan

PSYCHIATRIC SERVICES OF RACINE, LLP 401K PROFIT SHARING PLAN & TRUST

Name: PSYCHIATRIC SERVICES OF RACINE, LLP - PSYCHIATRIC SERVICES OF RACINE, LLP 401K PROFIT SHARING PLAN & TRUST (2025) Form 5500
Creator: PSYCHIATRIC SERVICES OF RACINE, LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PSYCHIATRIC SERVICES OF RACINE, LLP 401K PROFIT SHARING PLAN & TRUST, PSYCHIATRIC SERVICES OF RACINE, LLP

PSYCHIATRIC SERVICES OF RACINE, LLPEIN 39-1732164Plan #001PY 2025

8700 DURAND AVENUE #600 - STURTEVANT, WI 53177262-635-5520LinkedIn11-50 employeesmedical practice

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$15.4M

+5.4% from 2024

Total participants

-21.4% from 2024

Average account balance

$1,708,947

+40.5% from 2024

Annual return

11.77%

+0.01 pp from 2024

Benchmarks

See 79,137 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort79,137 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$15.38M

Not enough data

1 years with asset history on file

Average account balance

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

$1.7M

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$182K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+11.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$130978

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 codes2E2F2G2J2R2T3D3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$1.2M

$130978 / participant

Other / not subdivided$1M100.0%

% of EOY assets

7.664%

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

$1,708,947

$172,111+892.9%

$150,298+1037.0%

$137,256+1145.1%

Participation rate

77.8%

81.7%-3.9pp

77.8%0pp

80.0%-2.2pp

Annual return

11.77%

69.37%-57.6pp

62.79%-51.0pp

220.34%-208.6pp

Employer contribution / active EE

$15,595

$4,636+236.4%

$4,154+275.4%

$4,156+275.2%

Participant deferral / active EE

$4,624

$6,166-25.0%

$5,453-15.2%

$6,407-27.8%

Admin fee / account holder

$130,978

$16,471+695.2%

$14,116+827.9%

$12,270+967.5%

PSYCHIATRIC SERVICES OF RACINE, LLP 401K PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PSYCHIATRIC SERVICES OF RACINE, LLP 401K 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