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 (2024) 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 2024

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$9.1M

+29.9% from 2023

Total participants

317

+0.6% from 2023

Average account balance

$29,227

+31.6% from 2023

Annual return

15.16%

+4.21 pp from 2023

Benchmarks

See 6,010 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort6,010 peers

Snapshot2024

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 3 by compensation

Provider	Service type	Compensation
MCKINLEY CARTER WEALTH SERVICES7 years Filed as: MCKINLEY/CARTER Service code 27 · EIN 54-2111721 129 SUMMERS STREET, SUITE 200 · CHARLESTON, WV 25301	Advisory (Plan)	$29,227
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY VANTAGEN LLC Service code 99 · EIN 23-2932984	Other Fees	$9,285
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$3,315

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

$46K

$218 / participant

Recordkeeping$3K7.2%
Investment mgmt$29K63.6%
Other / not subdivided$13K29.2%

% of EOY assets

0.506%

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

$29,227

$55,423-47.3%

$155,602-81.2%

$74,400-60.7%

Participation rate

97.2%

61.9%+35.3pp

78.2%+19.0pp

67.2%+29.9pp

Annual return

15.16%

269.07%-253.9pp

64.81%-49.7pp

1367.51%-1352.4pp

Employer contribution / active EE

$2,852

$2,266+25.9%

$4,675-39.0%

$2,624+8.7%

Participant deferral / active EE

$3,172

$2,835+11.9%

$5,629-43.6%

$4,348-27.0%

Admin fee / account holder

$148

$1,744-91.5%

$15,923-99.1%

$1,944-92.4%

Provider

Service type

Compensation

MCKINLEY CARTER WEALTH SERVICES7 years

Filed as: MCKINLEY/CARTER

Service code 27 · EIN 54-2111721

129 SUMMERS STREET, SUITE 200 · CHARLESTON, WV 25301

Advisory (Plan)

$29,227

BAKER TILLY US, LLP2 years

Filed as: BAKER TILLY VANTAGEN LLC

Service code 99 · EIN 23-2932984

Other Fees

$9,285

GREAT-WEST LIFE & ANNUITY INSURANCE2 years

Filed as: EMPOWER ANNUITY INSURANCE CO

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$3,315

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