Retirement plan

VIRGINIA CANCER INSTITUTE, INC. RETIREMENT PLAN

Name: VIRGINIA CANCER INSTITUTE INC. - VIRGINIA CANCER INSTITUTE, INC. RETIREMENT PLAN (2025) Form 5500
Creator: VIRGINIA CANCER INSTITUTE INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VIRGINIA CANCER INSTITUTE, INC. RETIREMENT PLAN, VIRGINIA CANCER INSTITUTE INC.

VIRGINIA CANCER INSTITUTE INC.EIN 54-1066435Plan #001PY 2025

7202 GLEN FOREST DRIVE, SUITE 200 - HENRICO, VA 23226804-287-3000vacancer.comLinkedIn201-500 employeeshospital & health care

Prospect flagsHigh cash

How to read this page

Total assets (EOY)

$74.5M

+9.5% from 2024

Total participants

378

+4.1% from 2024

Average account balance

$220,271

+6.2% from 2024

Annual return

15.67%

+1.39 pp from 2024

Benchmarks

See 505 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort505 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$74.45M

Not enough data

1 years with asset history on file

Average account balance

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

$220K

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.

338

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.

88.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.44M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+15.67%

Not enough data

1 years with return on file

Admin fee / account holder

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

$26

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
PLAN SPONSOR ADVISER, LLC3 years Service code 70 · EIN 54-1995014	Consulting Fees	$5,000
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Filed as: FIDELITY INVESTMENTS FIIOC Service code 37 · EIN 04-2647786	Loan Processing	$3,912

Plan features & details

Pension benefit codes2E2F2J2K2R3D2T

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).
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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 cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.

Expense breakdown

Schedule H Part II

Admin total

$9K

$27 / participant

Recordkeeping$4K43.9%
Other / not subdivided$5K56.1%

% of EOY assets

0.012%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: PB MARES, LLP
Auditor EIN: 540737372
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$220,271

$36,904+496.9%

$158,223+39.2%

$65,191+237.9%

Participation rate

88.0%

62.1%+25.8pp

79.2%+8.8pp

63.0%+25.0pp

Annual return

15.67%

24.43%-8.8pp

52.09%-36.4pp

51.24%-35.6pp

Employer contribution / active EE

$7,398

$1,489+396.7%

$4,109+80.1%

$2,400+208.3%

Participant deferral / active EE

$5,988

$1,936+209.3%

$5,467+9.5%

$2,671+124.2%

Admin fee / account holder

$26

$793-96.7%

$16,047-99.8%

$907-97.1%

Provider

Service type

Compensation

PLAN SPONSOR ADVISER, LLC3 years

Service code 70 · EIN 54-1995014

Consulting Fees

$5,000

FIDELITY INVESTMENTS INSTITUTIONAL11+ years

Filed as: FIDELITY INVESTMENTS FIIOC

Service code 37 · EIN 04-2647786

Loan Processing

$3,912

VIRGINIA CANCER INSTITUTE, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VIRGINIA CANCER INSTITUTE, INC. 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