Retirement plan

HEDIEH ARBABZADEH, M. D. , INC. 401(K) PROFIT SHARING PLAN

Name: HEDIEH ARBABZADEH, M.D., INC. - HEDIEH ARBABZADEH, M. D. , INC. 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: HEDIEH ARBABZADEH, M.D., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HEDIEH ARBABZADEH, M. D. , INC. 401(K) PROFIT SHARING PLAN, HEDIEH ARBABZADEH, M.D., INC.

HEDIEH ARBABZADEH, M.D., INC.EIN 46-1249986Plan #001PY 2020

7050 N. RECREATION AVENUE, STE. 102 - FRESNO, CA 93720559-797-9000

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$809K

+6.9% from 2019

Total participants

+16.7% from 2019

Average account balance

$161,737

+6.9% from 2019

Annual return

9.92%

-18.34 pp from 2019

Benchmarks

See 102,116 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,116 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.06M

Not enough data

1 years with asset history on file

Average account balance

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

$158K

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.

144.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$190K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+9.69%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1244

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 codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$67K

$9562 / participant

Other / not subdivided$67K100.0%

% of EOY assets

8.277%

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

$161,737

$209,405-22.8%

$178,486-9.4%

$158,931+1.8%

Participation rate

71.4%

86.4%-14.9pp

81.9%-10.5pp

82.0%-10.5pp

Annual return

9.92%

188.77%-178.8pp

151.08%-141.2pp

302.86%-292.9pp

Employer contribution / active EE

$2,054

$5,707-64.0%

$5,011-59.0%

$4,761-56.9%

Participant deferral / active EE

$4,224

$5,954-29.1%

$5,202-18.8%

$5,982-29.4%

Admin fee / account holder

$13,387

$17,076-21.6%

$13,985-4.3%

$11,247+19.0%

HEDIEH ARBABZADEH, M. D. , INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HEDIEH ARBABZADEH, M. D. , INC. 401(K) PROFIT SHARING 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