Retirement plan

MICHEL BABAJANIAN, MD, FACS, INC., 401(K) PROFIT SHARING PLAN

Name: MICHEL BABAJANIAN, MD, FACS, INC. - MICHEL BABAJANIAN, MD, FACS, INC., 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: MICHEL BABAJANIAN, MD, FACS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MICHEL BABAJANIAN, MD, FACS, INC., 401(K) PROFIT SHARING PLAN, MICHEL BABAJANIAN, MD, FACS, INC.

MICHEL BABAJANIAN, MD, FACS, INC.EIN 46-3011199Plan #001PY 2025

2080 CENTURY PARK EAST, SUITE 1700 - LOS ANGELES, CA 90067310-201-0007michelbabajanian.comLinkedIn1-10 employeesmedical practice

Prospect flagsLow returnsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$1.6M

+8.6% from 2024

Total participants

-40.0% from 2024

Average account balance

$531,905

+80.9% from 2024

Annual return

5.54%

-15.03 pp from 2024

Benchmarks

See 45,380 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort45,380 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.60M

Not enough data

1 years with asset history on file

Average account balance

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

$532K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$121K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$60K

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

+5.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$26913

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

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$81K

$40370 / participant

Other / not subdivided$81K100.0%

% of EOY assets

5.060%

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

$531,905

$185,312+187.0%

$161,489+229.4%

$154,746+243.7%

Participation rate

100.0%

82.5%+17.5pp

78.7%+21.3pp

80.7%+19.3pp

Annual return

5.54%

103.84%-98.3pp

89.72%-84.2pp

172.34%-166.8pp

Employer contribution / active EE

$30,000

$4,769+529.0%

$4,268+602.9%

$4,379+585.1%

Participant deferral / active EE

$30,498

$6,350+380.3%

$5,630+441.7%

$6,730+353.1%

Admin fee / account holder

$26,913

$18,654+44.3%

$16,006+68.1%

$14,365+87.3%

MICHEL BABAJANIAN, MD, FACS, INC., 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MICHEL BABAJANIAN, MD, FACS, 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