Retirement plan

COLUMBIA GASTROENTEROLOGY ASSOCIATES, P.A. 401(K) PLAN

Name: COLUMBIA GASTROENTEROLOGY ASSOCIATES, P.A. - COLUMBIA GASTROENTEROLOGY ASSOCIATES, P.A. 401(K) PLAN (2025) Form 5500
Creator: COLUMBIA GASTROENTEROLOGY ASSOCIATES, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COLUMBIA GASTROENTEROLOGY ASSOCIATES, P.A. 401(K) PLAN, COLUMBIA GASTROENTEROLOGY ASSOCIATES, P.A.

COLUMBIA GASTROENTEROLOGY ASSOCIATES, P.A.EIN 57-0934822Plan #002PY 2025

2739 LAUREL STREET, SUITE 1A - COLUMBIA, SC 29204803-799-4800LinkedIn11-50 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.2M

+21.5% from 2024

Total participants

+3.0% from 2024

Average account balance

$123,222

+17.9% from 2024

Annual return

17.19%

+4.25 pp from 2024

Benchmarks

See 3,150 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort3,150 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.19M

Not enough data

1 years with asset history on file

Average account balance

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

$123K

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

$312K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+17.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5380

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 codes2E2F2G2J2T3D

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).
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.
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

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

$183K

$6097 / participant

Other / not subdivided$183K100.0%

% of EOY assets

4.366%

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

$123,222

$86,050+43.2%

$189,758-35.1%

$94,015+31.1%

Participation rate

100.0%

68.9%+31.1pp

79.8%+20.2pp

70.8%+29.2pp

Annual return

17.19%

17.77%-0.6pp

52.62%-35.4pp

17.84%-0.7pp

Employer contribution / active EE

$2,997

$2,819+6.3%

$4,767-37.1%

$2,790+7.4%

Participant deferral / active EE

$7,404

$3,349+121.1%

$5,856+26.4%

$4,249+74.2%

Admin fee / account holder

$5,380

$6,627-18.8%

$20,388-73.6%

$8,951-39.9%

COLUMBIA GASTROENTEROLOGY ASSOCIATES, P.A. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COLUMBIA GASTROENTEROLOGY ASSOCIATES, P.A. 401(K) 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