Retirement plan

CHILDREN'S SPEECH AND REHABILITATION THERAPY RETIREMENT PLAN

Name: THE CHILDREN'S SPEECH AND REHABILITATION THERAPY - CHILDREN'S SPEECH AND REHABILITATION THERAPY RETIREMENT PLAN (2024) Form 5500
Creator: THE CHILDREN'S SPEECH AND REHABILITATION THERAPY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHILDREN'S SPEECH AND REHABILITATION THERAPY RETIREMENT PLAN, THE CHILDREN'S SPEECH AND REHABILITATION THERAPY

THE CHILDREN'S SPEECH AND REHABILITATION THERAPYEIN 46-1362115Plan #001PY 2024

191 FOREST AVENUE, SUITE 2B - LOCUST VALLEY, NY 11560516-827-1970childrensspeechandrehab.comLinkedIn11-50 employeesmedical practice

Prospect flagsLow returnsLow fidelity bond

How to read this page

Total assets (EOY)

$424K

+27.4% from 2023

Total participants

+23.5% from 2023

Average account balance

$24,961

-10.1% from 2023

Annual return

5.09%

-1.09 pp from 2023

Benchmarks

See 109,389 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,389 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$424K

Not enough data

1 years with asset history on file

Average account balance

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

$25K

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.

89.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$74K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+5.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$207

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 codes2G2J2R3D

Plan features

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.

Opportunity flags

2 tripped

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

$4K

$185 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.829%

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

$24,961

$183,592-86.4%

$155,574-84.0%

$145,877-82.9%

Participation rate

78.9%

82.7%-3.8pp

78.2%+0.7pp

80.3%-1.4pp

Annual return

5.09%

61.37%-56.3pp

64.87%-59.8pp

551.28%-546.2pp

Employer contribution / active EE

$1,836

$5,317-65.5%

$4,676-60.7%

$4,663-60.6%

Participant deferral / active EE

$2,069

$6,466-68.0%

$5,629-63.2%

$6,691-69.1%

Admin fee / account holder

$207

$19,316-98.9%

$15,914-98.7%

$13,402-98.5%

CHILDREN'S SPEECH AND REHABILITATION THERAPY RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHILDREN'S SPEECH AND REHABILITATION THERAPY 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