Retirement plan

SENIOR MED BENEFITS, LLC 401(K) PLAN

Name: SENIOR MED BENEFITS, LLC - SENIOR MED BENEFITS, LLC 401(K) PLAN (2025) Form 5500
Creator: SENIOR MED BENEFITS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SENIOR MED BENEFITS, LLC 401(K) PLAN, SENIOR MED BENEFITS, LLC

SENIOR MED BENEFITS, LLCEIN 46-3354863Plan #006PY 2025

584 S 1800 E - FRUIT HEIGHTS, UT 84037208-921-1104srmedbenefits.comLinkedIn51-200 employeesinsurance

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$222K

+37.8% from 2024

Total participants

+100.0% from 2024

Average account balance

$55,573

-31.1% from 2024

Annual return

16.49%

+4.23 pp from 2024

Benchmarks

See 29,044 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort29,044 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$222K

Not enough data

1 years with asset history on file

Average account balance

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

$56K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$34K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+16.49%

Not enough data

1 years with return on file

Admin fee / account holder

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

$114

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 codes2G2J

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$455

$114 / participant

Other / not subdivided$455100.0%

% of EOY assets

0.205%

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

$55,573

$209,336-73.5%

$197,124-71.8%

$137,256-59.5%

Participation rate

100.0%

87.3%+12.7pp

86.7%+13.3pp

80.0%+20.0pp

Annual return

16.49%

48.09%-31.6pp

44.34%-27.9pp

220.34%-203.8pp

Employer contribution / active EE

$1,625

$6,591-75.3%

$6,227-73.9%

$4,156-60.9%

Participant deferral / active EE

$6,981

$9,614-27.4%

$9,135-23.6%

$6,407+9.0%

Admin fee / account holder

$114

$17,308-99.3%

$16,298-99.3%

$12,270-99.1%

SENIOR MED BENEFITS, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SENIOR MED BENEFITS, LLC 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