Retirement plan

COMPREHENSIVE OB/GYN ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN

Name: COMPREHENSIVE OB/GYN ASSOCIATES, LLC - COMPREHENSIVE OB/GYN ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: COMPREHENSIVE OB/GYN ASSOCIATES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMPREHENSIVE OB/GYN ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN, COMPREHENSIVE OB/GYN ASSOCIATES, LLC

COMPREHENSIVE OB/GYN ASSOCIATES, LLCEIN 47-4746000Plan #001PY 2025

ONE WYOMING STREET, SUITE 4110 - DAYTON, OH 45409937-208-5665

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.9M

+10.3% from 2024

Total participants

+9.1% from 2024

Average account balance

$171,592

+0.3% from 2024

Annual return

11.26%

+4.24 pp from 2024

Benchmarks

See 45,380 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort45,380 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.89M

Not enough data

1 years with asset history on file

Average account balance

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

$172K

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.

220.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$36K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+11.26%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6542

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 codes2E2J2R3B3D3H

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$72K

$14391 / participant

Other / not subdivided$72K100.0%

% of EOY assets

3.812%

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

$171,592

$185,312-7.4%

$161,489+6.3%

$154,746+10.9%

Participation rate

80.0%

82.5%-2.5pp

78.7%+1.3pp

80.7%-0.7pp

Annual return

11.26%

103.84%-92.6pp

89.72%-78.5pp

172.34%-161.1pp

Employer contribution / active EE

$2,500

$4,769-47.6%

$4,268-41.4%

$4,379-42.9%

Participant deferral / active EE

$4,700

$6,350-26.0%

$5,630-16.5%

$6,730-30.2%

Admin fee / account holder

$6,542

$18,654-64.9%

$16,006-59.1%

$14,365-54.5%

COMPREHENSIVE OB/GYN ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMPREHENSIVE OB/GYN ASSOCIATES, LLC 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