Retirement plan

MEDICAL IMAGING ASSOCIATES OF IDAHO FALLS, P.A.,, RETIREMENT PLAN

Name: TETON RADIOLOGY DIAGNOSTIC - MEDICAL IMAGING ASSOCIATES OF IDAHO FALLS, P.A.,, RETIREMENT PLAN (2024) Form 5500
Creator: TETON RADIOLOGY DIAGNOSTIC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MEDICAL IMAGING ASSOCIATES OF IDAHO FALLS, P.A.,, RETIREMENT PLAN, TETON RADIOLOGY DIAGNOSTIC

TETON RADIOLOGY DIAGNOSTICEIN 42-1583605Plan #006PY 2024

2265 E. SUNNYSIDE RD. - IDAHO FALLS, ID 83404208-542-5000

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$32.9M

+11.8% from 2023

Total participants

108

+3.8% from 2023

Average account balance

$310,487

+9.7% from 2023

Annual return

10.85%

-4.47 pp from 2023

Benchmarks

See 21,762 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort21,762 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$32.91M

Not enough data

1 years with asset history on file

Average account balance

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

$310K

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.

106

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.

119.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$514K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+10.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2236

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 codes2E2F2G2J2R3D3H

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.
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

$237K

$2663 / participant

Other / not subdivided$237K100.0%

% of EOY assets

0.720%

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

$310,487

$81,233+282.2%

$155,567+99.6%

$80,874+283.9%

Participation rate

97.8%

66.2%+31.5pp

78.2%+19.6pp

67.6%+30.1pp

Annual return

10.85%

33.33%-22.5pp

64.74%-53.9pp

35.62%-24.8pp

Employer contribution / active EE

$4,666

$3,101+50.5%

$4,674-0.2%

$2,756+69.3%

Participant deferral / active EE

$1,110

$3,452-67.8%

$5,628-80.3%

$4,297-74.2%

Admin fee / account holder

$2,236

$7,998-72.0%

$15,916-86.0%

$6,935-67.8%

MEDICAL IMAGING ASSOCIATES OF IDAHO FALLS, P.A.,, RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MEDICAL IMAGING ASSOCIATES OF IDAHO FALLS, P.A.,, RETIREMENT 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