Retirement plan

BLAIR THERAPIES 401(K) PLAN

Name: C&S CONTRACT SPEECH LANGUAGE PATH - BLAIR THERAPIES 401(K) PLAN (2025) Form 5500
Creator: C&S CONTRACT SPEECH LANGUAGE PATH
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BLAIR THERAPIES 401(K) PLAN, C&S CONTRACT SPEECH LANGUAGE PATH

C&S CONTRACT SPEECH LANGUAGE PATHEIN 46-3561451Plan #001PY 2025

3333 BEALE AVE - ALTOONA, PA 16601814-944-2986

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$780K

+64.4% from 2024

Total participants

+34.2% from 2024

Average account balance

$19,992

+34.9% from 2024

Annual return

32.58%

+12.55 pp from 2024

Benchmarks

See 3,430 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort3,430 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$780K

Not enough data

1 years with asset history on file

Average account balance

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

$20K

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.

92.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$165K

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

+32.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

$361

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 codes2E2J2F2G3D

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.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$14K

$335 / participant

Other / not subdivided$14K100.0%

% of EOY assets

1.804%

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

$19,992

$47,479-57.9%

$62,929-68.2%

$82,448-75.8%

Participation rate

71.4%

66.9%+4.6pp

73.1%-1.7pp

68.1%+3.4pp

Annual return

32.58%

20.34%+12.2pp

1063.93%-1031.3pp

41.64%-9.1pp

Employer contribution / active EE

$1,326

$1,885-29.7%

$2,505-47.0%

$2,551-48.0%

Participant deferral / active EE

$2,597

$2,870-9.5%

$3,888-33.2%

$4,139-37.3%

Admin fee / account holder

$361

$3,804-90.5%

$5,065-92.9%

$7,234-95.0%

BLAIR THERAPIES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BLAIR THERAPIES 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