Retirement plan

DR. ELLIOT W. COOPERMAN, M.D., P.A., 401(K) PLAN

Name: DR. ELLIOT W. COOPERMAN M.D. P.A. - DR. ELLIOT W. COOPERMAN, M.D., P.A., 401(K) PLAN (2025) Form 5500
Creator: DR. ELLIOT W. COOPERMAN M.D. P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DR. ELLIOT W. COOPERMAN, M.D., P.A., 401(K) PLAN, DR. ELLIOT W. COOPERMAN M.D. P.A.

DR. ELLIOT W. COOPERMAN M.D. P.A.EIN 59-2217678Plan #001PY 2025

311 E EVANS ST - ORLANDO, FL 328044613407-898-6091

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$258K

+17.8% from 2023

Total participants

-20.0% from 2023

Average account balance

$64,617

+47.3% from 2023

Annual return

2.35%

-0.52 pp from 2023

Benchmarks

See 79,137 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort79,137 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$258K

Not enough data

1 years with asset history on file

Average account balance

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

$65K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$16K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+2.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$546

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

$546 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.844%

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

$64,617

$172,111-62.5%

$150,298-57.0%

$137,256-52.9%

Participation rate

100.0%

81.7%+18.3pp

77.8%+22.2pp

80.0%+20.0pp

Annual return

2.35%

69.37%-67.0pp

62.79%-60.4pp

220.34%-218.0pp

Employer contribution / active EE

$1,772

$4,636-61.8%

$4,154-57.3%

$4,156-57.4%

Participant deferral / active EE

$2,176

$6,166-64.7%

$5,453-60.1%

$6,407-66.0%

Admin fee / account holder

$546

$16,471-96.7%

$14,116-96.1%

$12,270-95.6%

DR. ELLIOT W. COOPERMAN, M.D., P.A., 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DR. ELLIOT W. COOPERMAN, M.D., 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