Retirement plan

PAIN & SPINE INSTITUTE, PLLC 401K PLAN

Name: PAIN & SPINE INSTITUTE, PLLC - PAIN & SPINE INSTITUTE, PLLC 401K PLAN (2025) Form 5500
Creator: PAIN & SPINE INSTITUTE, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PAIN & SPINE INSTITUTE, PLLC 401K PLAN, PAIN & SPINE INSTITUTE, PLLC

PAIN & SPINE INSTITUTE, PLLCEIN 47-4615467Plan #001PY 2025

3400 MERLIN DRIVE - IDAHO FALLS, ID 83404208-522-7246

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.1M

+31.5% from 2024

Total participants

+33.3% from 2024

Average account balance

$171,153

-1.4% from 2024

Annual return

15.78%

+5.93 pp from 2024

Benchmarks

See 66,971 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort66,971 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.11M

Not enough data

1 years with asset history on file

Average account balance

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

$171K

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.

109.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$492K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

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

+15.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1682

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 codes2E2J

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.

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

$40K

$1835 / participant

Other / not subdivided$40K100.0%

% of EOY assets

0.983%

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

$171,153

$174,379-1.8%

$152,093+12.5%

$138,895+23.2%

Participation rate

100.0%

81.6%+18.4pp

77.8%+22.2pp

79.9%+20.1pp

Annual return

15.78%

74.86%-59.1pp

66.36%-50.6pp

145.39%-129.6pp

Employer contribution / active EE

$5,946

$4,652+27.8%

$4,175+42.4%

$4,194+41.8%

Participant deferral / active EE

$16,416

$6,159+166.5%

$5,451+201.1%

$6,396+156.6%

Admin fee / account holder

$1,682

$16,880-90.0%

$14,497-88.4%

$12,562-86.6%

PAIN & SPINE INSTITUTE, PLLC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PAIN & SPINE INSTITUTE, PLLC 401K 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