Retirement plan

ADULT AND PEDIATRIC UROLOGY P.C. RETIREMENT PLAN

Name: ADULT AND PEDIATRIC UROLOGY P.C. - ADULT AND PEDIATRIC UROLOGY P.C. RETIREMENT PLAN (2024) Form 5500
Creator: ADULT AND PEDIATRIC UROLOGY P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ADULT AND PEDIATRIC UROLOGY P.C. RETIREMENT PLAN, ADULT AND PEDIATRIC UROLOGY P.C.

ADULT AND PEDIATRIC UROLOGY P.C.EIN 47-0779349Plan #001PY 2024

10707 PACIFIC STREET SUITE 101 - OMAHA, NE 68114402-399-7828

Other plans on this EIN

1 filing

#004Retirement-$2.7M assets

Prospect flagsHigh feesFailed to transmit contributions

How to read this page

Total assets (EOY)

$15.2M

+14.7% from 2023

Total participants

119

+8.2% from 2023

Average account balance

$131,351

+5.8% from 2023

Annual return

11.59%

-1.40 pp from 2023

Benchmarks

See 21,691 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort21,691 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$15.24M

Not enough data

1 years with asset history on file

Average account balance

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

$131K

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.

116

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.

96.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.20M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+11.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$511

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
AVIOR WEALTH MANAGEMENT3 years Service code 26 14301 FNB PARKWAY, SUITE 100 · OMAHA, NE 68154	Advisory (Participants)	$38,085
EPIC RETIREMENT PLAN SERVICES3 years Filed as: RETIREMENT PLAN CONSULTANTS Service code 15 125 S 4TH STREET · NORFOLK, NE 68702	Recordkeeping	$21,222

Plan features & details

Pension benefit codes2E2J2F2G3D2T2A

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$59K

$751 / participant

Recordkeeping$21K35.8%
Investment mgmt$38K64.2%

% of EOY assets

0.389%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: LUTZ & COMPANY, P.C.
Auditor EIN: 470625816
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$131,351

$81,358+61.4%

$155,556-15.6%

$80,959+62.2%

Participation rate

96.2%

66.3%+29.9pp

78.2%+18.0pp

67.7%+28.5pp

Annual return

11.59%

33.39%-21.8pp

64.84%-53.2pp

35.67%-24.1pp

Employer contribution / active EE

$9,175

$3,106+195.4%

$4,675+96.2%

$2,757+232.8%

Participant deferral / active EE

$6,007

$3,455+73.8%

$5,631+6.7%

$4,300+39.7%

Admin fee / account holder

$511

$7,994-93.6%

$15,885-96.8%

$6,925-92.6%

Provider

Service type

Compensation

AVIOR WEALTH MANAGEMENT3 years

Service code 26

14301 FNB PARKWAY, SUITE 100 · OMAHA, NE 68154

Advisory (Participants)

$38,085

EPIC RETIREMENT PLAN SERVICES3 years

Filed as: RETIREMENT PLAN CONSULTANTS

Service code 15

125 S 4TH STREET · NORFOLK, NE 68702

Recordkeeping

$21,222

ADULT AND PEDIATRIC UROLOGY P.C. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ADULT AND PEDIATRIC UROLOGY P.C. 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