Retirement plan

CABIN CREEK HEALTH SYSTEMS, INC. 401(K)PROFIT SHARING PLAN

Name: CABIN CREEK HEALTH SYSTEMS, INC. - CABIN CREEK HEALTH SYSTEMS, INC. 401(K)PROFIT SHARING PLAN (2025) Form 5500
Creator: CABIN CREEK HEALTH SYSTEMS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CABIN CREEK HEALTH SYSTEMS, INC. 401(K)PROFIT SHARING PLAN, CABIN CREEK HEALTH SYSTEMS, INC.

CABIN CREEK HEALTH SYSTEMS, INC.EIN 55-0709223Plan #001PY 2025

104 ALEX LANE - CHARLESTON, WV 25304304-734-2040cabincreekhealth.comLinkedIn201-500 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$10.4M

+14.4% from 2024

Total participants

344

+8.5% from 2024

Average account balance

$31,041

+6.2% from 2024

Annual return

12.94%

-2.22 pp from 2024

Benchmarks

See 740 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort740 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.40M

Not enough data

1 years with asset history on file

Average account balance

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

$31K

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.

335

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.

95.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.37M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+12.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

$131

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
MCKINLEY CARTER WEALTH SERVICES1 year Filed as: MCKINLEY CARTER WEALTH Service code 27 · EIN 54-2111721 2100 MARKET STREET · WHEELING, WV 26003	Advisory (Plan)	$37,639
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Filed as: EMPOWER ANNUITY INSURANCE CO Service code 99 · EIN 23-2932984 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Other Fees	$3,273

Plan features & details

Pension benefit codes2E2H2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$44K

$205 / participant

Recordkeeping$3K7.5%
Investment mgmt$38K86.0%
Other / not subdivided$3K6.5%

% of EOY assets

0.421%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BROWN, EDWARDS & COMPANY, LLP
Auditor EIN: 550504608
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$31,041

$46,688-33.5%

$189,758-83.6%

$69,733-55.5%

Participation rate

95.8%

61.7%+34.1pp

79.8%+16.0pp

62.5%+33.3pp

Annual return

12.94%

14.35%-1.4pp

52.62%-39.7pp

15.22%-2.3pp

Employer contribution / active EE

$3,074

$1,695+81.4%

$4,767-35.5%

$2,250+36.6%

Participant deferral / active EE

$3,340

$2,143+55.9%

$5,856-43.0%

$3,054+9.3%

Admin fee / account holder

$131

$1,700-92.3%

$20,388-99.4%

$3,102-95.8%

Provider

Service type

Compensation

MCKINLEY CARTER WEALTH SERVICES1 year

Filed as: MCKINLEY CARTER WEALTH

Service code 27 · EIN 54-2111721

2100 MARKET STREET · WHEELING, WV 26003

Advisory (Plan)

$37,639

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Filed as: EMPOWER ANNUITY INSURANCE CO

Service code 99 · EIN 23-2932984

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Other Fees

$3,273

CABIN CREEK HEALTH SYSTEMS, INC. 401(K)PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CABIN CREEK HEALTH SYSTEMS, INC. 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