Retirement plan

THE NEUROLOGY GROUP, INC. 401(K) PROFIT SHARING PLAN

Name: THE NEUROLOGY GROUP, INC. - THE NEUROLOGY GROUP, INC. 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: THE NEUROLOGY GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE NEUROLOGY GROUP, INC. 401(K) PROFIT SHARING PLAN, THE NEUROLOGY GROUP, INC.

THE NEUROLOGY GROUP, INC.EIN 46-4749349Plan #001PY 2024

2895 N. TOWNE AVE. - POMONA, CA 91767909-268-3358LinkedIn11-50 employeeshospital & health care

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.3M

+31.1% from 2023

Total participants

+2.4% from 2023

Average account balance

$49,908

+28.1% from 2023

Annual return

16.52%

-3.69 pp from 2023

Benchmarks

See 21,729 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort21,729 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.34M

Not enough data

1 years with asset history on file

Average account balance

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

$50K

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.

228.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$629K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+16.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1677

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

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

$146K

$3840 / participant

Other / not subdivided$146K100.0%

% of EOY assets

3.360%

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

$49,908

$81,276-38.6%

$155,574-67.9%

$80,925-38.3%

Participation rate

100.0%

66.2%+33.8pp

78.2%+21.8pp

67.7%+32.3pp

Annual return

16.52%

33.36%-16.8pp

64.87%-48.3pp

35.65%-19.1pp

Employer contribution / active EE

$8,966

$3,103+189.0%

$4,676+91.8%

$2,756+225.3%

Participant deferral / active EE

$7,577

$3,453+119.4%

$5,629+34.6%

$4,299+76.3%

Admin fee / account holder

$1,677

$7,993-79.0%

$15,914-89.5%

$6,940-75.8%

THE NEUROLOGY GROUP, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE NEUROLOGY GROUP, 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