Retirement plan

BROOKDALE ANIMAL HOSPITAL, P.A. 401(K) PLAN

Name: BROOKDALE ANIMAL HOSPITAL, P.A. - BROOKDALE ANIMAL HOSPITAL, P.A. 401(K) PLAN (2024) Form 5500
Creator: BROOKDALE ANIMAL HOSPITAL, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BROOKDALE ANIMAL HOSPITAL, P.A. 401(K) PLAN, BROOKDALE ANIMAL HOSPITAL, P.A.

BROOKDALE ANIMAL HOSPITAL, P.A.EIN 45-4755936Plan #001PY 2024

13528 PLAZA ROAD EXTENSION - CHARLOTTE, NC 28215704-598-1095

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$520K

+32.1% from 2023

Total participants

+8.3% from 2023

Average account balance

$43,364

-0.9% from 2023

Annual return

8.10%

-5.15 pp from 2023

Benchmarks

See 143,710 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort143,710 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$656K

Not enough data

1 years with asset history on file

Average account balance

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

$50K

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.

118.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$50K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+16.61%

Not enough data

1 years with return on file

Admin fee / account holder

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

$405

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$2K

$272 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.470%

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

$43,364

$160,040-72.9%

$147,096-70.5%

$145,877-70.3%

Participation rate

88.9%

84.0%+4.9pp

82.2%+6.7pp

80.3%+8.6pp

Annual return

8.10%

98.49%-90.4pp

419.75%-411.6pp

551.28%-543.2pp

Employer contribution / active EE

$7,698

$5,289+45.5%

$4,936+56.0%

$4,663+65.1%

Participant deferral / active EE

$2,800

$8,429-66.8%

$8,071-65.3%

$6,691-58.1%

Admin fee / account holder

$204

$15,050-98.6%

$13,005-98.4%

$13,402-98.5%

BROOKDALE ANIMAL HOSPITAL, P.A. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BROOKDALE ANIMAL HOSPITAL, P.A. 401(K) 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