Retirement plan

BROWN, CROFT & FRAZIER, P.A. PENSION PLAN

Name: BROWN, CROFT & FRAZIER, P.A. T/A ANNAPOLIS RADIOLOGY ASSOCIATES, P.A. - BROWN, CROFT & FRAZIER, P.A. PENSION PLAN (2025) Form 5500
Creator: BROWN, CROFT & FRAZIER, P.A. T/A ANNAPOLIS RADIOLOGY ASSOCIATES, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BROWN, CROFT & FRAZIER, P.A. PENSION PLAN, BROWN, CROFT & FRAZIER, P.A. T/A ANNAPOLIS RADIOLOGY ASSOCIATES, P.A.

BROWN, CROFT & FRAZIER, P.A. T/A ANNAPOLIS RADIOLOGY ASSOCIATES, P.A.EIN 52-1362611Plan #001PY 2025

2002 MEDICAL PARKWAY, SUITE 235 - ANNAPOLIS, MD 21401410-266-2770LinkedIn11-50 employeesmedical practice

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$59.3M

+17.8% from 2024

Total participants

+6.1% from 2024

Average account balance

$1,745,500

+14.3% from 2024

Annual return

17.16%

-0.34 pp from 2024

Benchmarks

See 15,542 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort15,542 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$59.35M

Not enough data

1 years with asset history on file

Average account balance

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

$1.7M

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.

113.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.66M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$55K

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

+17.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$39328

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 codes2C2F2G2T3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.
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.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$1.3M

$44572 / participant

Other / not subdivided$1M100.0%

% of EOY assets

2.253%

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

$1,745,500

$76,407+2184.5%

$150,298+1061.4%

$82,448+2017.1%

Participation rate

96.7%

66.4%+30.3pp

77.8%+18.9pp

68.1%+28.6pp

Annual return

17.16%

39.99%-22.8pp

62.79%-45.6pp

41.64%-24.5pp

Employer contribution / active EE

$55,261

$2,614+2014.0%

$4,154+1230.3%

$2,551+2066.3%

Participant deferral / active EE

$3,214-100.0%

$5,453-100.0%

$4,139-100.0%

Admin fee / account holder

$39,328

$6,352+519.1%

$14,116+178.6%

$7,234+443.6%

BROWN, CROFT & FRAZIER, P.A. PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BROWN, CROFT & FRAZIER, P.A. PENSION 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