Retirement plan

TITANIUM HEALTHCARE, INC. 401(K) PLAN

Name: TITANIUM HEALTHCARE, INC. - TITANIUM HEALTHCARE, INC. 401(K) PLAN (2024) Form 5500
Creator: TITANIUM HEALTHCARE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TITANIUM HEALTHCARE, INC. 401(K) PLAN, TITANIUM HEALTHCARE, INC.

TITANIUM HEALTHCARE, INC.EIN 45-5405451Plan #001PY 2024

5940 S RAINBOW BLVD. PMB 42628 - LAS VEGAS, NV 89118323-590-9128

Prospect flagsLow assets / participantLow employer contribution

How to read this page

Total assets (EOY)

$1.4M

+48.1% from 2023

Total participants

295

+65.7% from 2023

Average account balance

$4,956

-13.1% from 2023

Annual return

13.60%

-3.70 pp from 2023

Benchmarks

See 5,998 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,998 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.38M

Not enough data

1 years with asset history on file

Average account balance

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

$5K

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.

278

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.

92.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$474K

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

+13.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

$71

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

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
CONSOLIDATED PORTFOLIO REVIEW CORP1 year Service code 27 · EIN 11-3039703	Advisory (Plan)	$7,500
FIDUCIARY INVESTMENT ADVISORS3+ years Filed as: FIDUCIARY OUTSOURCING, LLC DBA PMA Service code 15 · EIN 47-2079321	Recordkeeping	$7,016
TRANSAMERICA RETIREMENT SOLUTIONS3+ years Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044	Recordkeeping	$5,100

Plan features & details

Pension benefit codes2E2F2G2K2S2T3D

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.
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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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 employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$20K

$90 / participant

Recordkeeping$7K35.8%
Investment mgmt$8K38.2%
Contract admin$5K26.0%

% of EOY assets

1.424%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: MANSPERGER PATTERSON & MCMULLIN PLC
Auditor EIN: 860751928
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$4,956

$55,437-91.1%

$155,534-96.8%

$74,459-93.3%

Participation rate

92.2%

61.9%+30.3pp

78.2%+14.0pp

67.2%+25.0pp

Annual return

13.60%

269.58%-256.0pp

64.92%-51.3pp

1369.70%-1356.1pp

Employer contribution / active EE

$40

$2,266-98.2%

$4,675-99.1%

$2,626-98.5%

Participant deferral / active EE

$2,134

$2,837-24.8%

$5,630-62.1%

$4,350-50.9%

Admin fee / account holder

$71

$1,742-95.9%

$15,900-99.6%

$1,945-96.4%

Provider

Service type

Compensation

CONSOLIDATED PORTFOLIO REVIEW CORP1 year

Service code 27 · EIN 11-3039703

Advisory (Plan)

$7,500

FIDUCIARY INVESTMENT ADVISORS3+ years

Filed as: FIDUCIARY OUTSOURCING, LLC DBA PMA

Service code 15 · EIN 47-2079321

Recordkeeping

$7,016

TRANSAMERICA RETIREMENT SOLUTIONS3+ years

Filed as: TRANSAMERICA RETIREMENT SOLUTIONS,

Service code 15 · EIN 13-3689044

Recordkeeping

$5,100

TITANIUM HEALTHCARE, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TITANIUM HEALTHCARE, INC. 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