Retirement plan

WEST COUNTY RADIOLOGICAL GROUP, INC. PROFIT SHARING PLAN

Name: WEST COUNTY RADIOLOGICAL GROUP, INC - WEST COUNTY RADIOLOGICAL GROUP, INC. PROFIT SHARING PLAN (2024) Form 5500
Creator: WEST COUNTY RADIOLOGICAL GROUP, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WEST COUNTY RADIOLOGICAL GROUP, INC. PROFIT SHARING PLAN, WEST COUNTY RADIOLOGICAL GROUP, INC

WEST COUNTY RADIOLOGICAL GROUP, INCEIN 43-0917818Plan #001PY 2024

11475 OLDE CABIN ROAD, SUITE 200 - ST. LOUIS, MO 63141314-991-8201westcountyradiology.comLinkedIn51-200 employeeshealth, wellness and fitness

Other plans on this EIN

1 filing

#002Retirement-$7.5M assets

Prospect flagsHigh feesHigh assets / participant

Top hat statement on fileNQDC

Filed February 23, 2005

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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How to read this page

Total assets (EOY)

$83.5M

+1.9% from 2023

Total participants

189

+1.6% from 2023

Average account balance

$453,598

+1.4% from 2023

Annual return

12.85%

-3.03 pp from 2023

Benchmarks

See 6,026 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort6,026 peers

Snapshot2024

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Analytics

Total assets (EOY)

Plan-year ending balance

$83.46M

Not enough data

1 years with asset history on file

Average account balance

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

$454K

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.

184

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.

96.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6.03M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$39K

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

+12.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$566

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

1 years with F_SCH_H allocation on file

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Service providers

Top 5 by compensation

Provider	Service type	Compensation
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833	Recordkeeping	$69,916
DEW WEALTH STRATEGIES LLC6 years Service code 28 · EIN 01-0560582	Investment Management	$28,000
BUCKINGHAM STRATEGIC PARTNERS1 year Filed as: BUCKINGHAM STRATEGIC WEALTH LL Service code 26 · EIN 20-8306720	Advisory (Participants)	$5,777
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782	Float revenue; Direct payment from th...	$245
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59	Shareholder Servicing	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2R3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$104K

$680 / participant

Recordkeeping$7200.7%
Investment mgmt$103K99.3%

% of EOY assets

0.125%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: ANDERS, MINKLER HUBER & HELM LLP
Auditor EIN: 430831507
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$453,598

$55,415+718.5%

$155,509+191.7%

$74,495+508.9%

Participation rate

96.7%

61.9%+34.8pp

78.2%+18.5pp

67.2%+29.5pp

Annual return

12.85%

268.50%-255.6pp

64.67%-51.8pp

1364.94%-1352.1pp

Employer contribution / active EE

$23,416

$2,267+932.9%

$4,672+401.1%

$2,623+792.7%

Participant deferral / active EE

$16,021

$2,836+464.9%

$5,626+184.8%

$4,346+268.7%

Admin fee / account holder

$566

$1,738-67.5%

$15,912-96.4%

$1,942-70.9%

Provider

Service type

Compensation

CHARLES SCHWAB & CO., INC.6 years

Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC

Service code 15 · EIN 34-1479833

Recordkeeping

$69,916

DEW WEALTH STRATEGIES LLC6 years

Service code 28 · EIN 01-0560582

Investment Management

$28,000

BUCKINGHAM STRATEGIC PARTNERS1 year

Filed as: BUCKINGHAM STRATEGIC WEALTH LL

Service code 26 · EIN 20-8306720

Advisory (Participants)

$5,777

CHARLES SCHWAB & CO., INC.6 years

Service code 33 · EIN 94-1737782

Float revenue; Direct payment from th...

$245

CHARLES SCHWAB & CO., INC.2 years

Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL

Service code 59

Shareholder Servicing

WEST COUNTY RADIOLOGICAL GROUP, INC. PROFIT SHARING PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WEST COUNTY RADIOLOGICAL GROUP, INC. PROFIT SHARING PLAN

Top hat statement on fileNQDC

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