Retirement plan

CAMBRIDGE HEALTHCARE 401(K) PROFIT SHARING PLAN

Name: CAMBRIDGE HEALTHCARE HOLDINGS LLC - CAMBRIDGE HEALTHCARE 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: CAMBRIDGE HEALTHCARE HOLDINGS LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAMBRIDGE HEALTHCARE 401(K) PROFIT SHARING PLAN, CAMBRIDGE HEALTHCARE HOLDINGS LLC

CAMBRIDGE HEALTHCARE HOLDINGS LLCEIN 57-1160126Plan #001PY 2024

1300 BRANCHLANDS DRIVE - CHARLOTTESVILLE, VA 22901804-521-0550LinkedIn1-10 employeesreal estate

Prospect flagsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$4.8M

-11.1% from 2023

Total participants

176

-7.9% from 2023

Average account balance

$44,094

+1.9% from 2023

Annual return

10.88%

+0.64 pp from 2023

Benchmarks

See 21,710 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort21,710 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.81M

Not enough data

1 years with asset history on file

Average account balance

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

$44K

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.

109

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.

10.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$12K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$155

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

+10.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 1 by compensation

Provider	Service type	Compensation
VALIC RETIREMENT SERVICES COMPANY2 years Filed as: VALIC FINANCIAL ADVISORS,INC. Service code 26 · EIN 74-1625348 2929 ALLEN PARKWAY L6-20 · HOUSTON, TX 77019	Advisory (Participants)	$0

Plan features & details

Pension benefit codes2F2G2J2K3B3D

Plan features

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.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: WALKER HEALTHCARE SERVICES GROUP
Auditor EIN: 541643141
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$44,094

$81,331-45.8%

$155,534-71.7%

$80,935-45.5%

Participation rate

10.7%

66.3%-55.6pp

78.2%-67.6pp

67.7%-57.0pp

Annual return

10.88%

33.37%-22.5pp

64.92%-54.0pp

35.66%-24.8pp

Employer contribution / active EE

$3,105-100.0%

$4,675-100.0%

$2,757-100.0%

Participant deferral / active EE

$155

$3,454-95.5%

$5,630-97.2%

$4,299-96.4%

Admin fee / account holder

$7,999-100.0%

$15,900-100.0%

$6,924-100.0%

Provider

Service type

Compensation

VALIC RETIREMENT SERVICES COMPANY2 years

Filed as: VALIC FINANCIAL ADVISORS,INC.

Service code 26 · EIN 74-1625348

2929 ALLEN PARKWAY L6-20 · HOUSTON, TX 77019

Advisory (Participants)

CAMBRIDGE HEALTHCARE 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CAMBRIDGE HEALTHCARE 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion