Retirement plan

PREMIER ALLERGY & ASTHMA, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Name: PREMIER ALLERGY & ASTHMA, INC. - PREMIER ALLERGY & ASTHMA, INC. 401(K) PROFIT SHARING PLAN AND TRUST (2025) Form 5500
Creator: PREMIER ALLERGY & ASTHMA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PREMIER ALLERGY & ASTHMA, INC. 401(K) PROFIT SHARING PLAN AND TRUST, PREMIER ALLERGY & ASTHMA, INC.

PREMIER ALLERGY & ASTHMA, INC.EIN 47-1868526Plan #001PY 2025

655 METRO PLACE S, STE. 360 - DUBLIN, OH 43017614-328-9927premierallergyohio.comLinkedIn51-200 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.9M

+22.3% from 2024

Total participants

+1.3% from 2024

Average account balance

$61,642

+16.5% from 2024

Annual return

21.19%

+0.59 pp from 2024

Benchmarks

See 8,165 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,165 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.95M

Not enough data

1 years with asset history on file

Average account balance

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

$62K

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.

108.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$307K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+21.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4593

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 codes2E2F2G2J2T3D

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.
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

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

$294K

$4982 / participant

Other / not subdivided$294K100.0%

% of EOY assets

7.451%

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

$61,642

$49,976+23.3%

$66,674-7.5%

$82,637-25.4%

Participation rate

72.9%

63.1%+9.8pp

73.7%-0.8pp

68.1%+4.8pp

Annual return

21.19%

39.09%-17.9pp

321.24%-300.1pp

53.51%-32.3pp

Employer contribution / active EE

$1,360

$1,988-31.6%

$2,620-48.1%

$2,552-46.7%

Participant deferral / active EE

$3,847

$2,847+35.1%

$4,084-5.8%

$4,126-6.8%

Admin fee / account holder

$4,593

$4,5940%

$5,098-9.9%

$7,339-37.4%

PREMIER ALLERGY & ASTHMA, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PREMIER ALLERGY & ASTHMA, INC. 401(K) PROFIT SHARING PLAN AND TRUST

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