Retirement plan

AESCULAPIAN MANAGEMENT COMPANY, LLC 401(K) PLAN

Name: AESCULAPIAN MANAGEMENT COMPANY, LLC - AESCULAPIAN MANAGEMENT COMPANY, LLC 401(K) PLAN (2024) Form 5500
Creator: AESCULAPIAN MANAGEMENT COMPANY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AESCULAPIAN MANAGEMENT COMPANY, LLC 401(K) PLAN, AESCULAPIAN MANAGEMENT COMPANY, LLC

AESCULAPIAN MANAGEMENT COMPANY, LLCEIN 59-3744992Plan #001PY 2024

943 S BENEVA RD STE 306 - SARASOTA, FL 342322473941-955-1108LinkedIn11-50 employeeshospital & health care

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$69M

+12.0% from 2023

Total participants

945

-4.7% from 2023

Average account balance

$73,069

+17.5% from 2023

Annual return

13.78%

-2.73 pp from 2023

Benchmarks

See 4,124 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort4,124 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$69.05M

Not enough data

1 years with asset history on file

Average account balance

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

$73K

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.

945

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

$5.72M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+13.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$188

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 6 by compensation

Provider	Service type	Compensation
NATIONWIDE10+ years Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Contract Administrator	$99,694
PRINCIPAL LIFE INSURANCE COMPANY1 year Service code 13 · EIN 42-0127290	Contract Administrator	$33,333
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215	Advisory (Participants)	$22,703
PENSION ASSURANCE LLP1 year Filed as: KB PENSION SERVICES, INC. Service code 13 · EIN 65-0721164 8374 MARKET STREET, #502 · LAKEWOOD RANCH, FL 34202	Contract Administrator	$18,835
AMERIPRISE FINANCIAL SERVICES INC1 year Service code 27	Advisory (Plan)	$10,189
AMERIPRISE FINANCIAL SERVICES INC4 years Filed as: AMERIPRISE FINANCIAL SERVICES Service code 26 · EIN 51-6041053 50082 AMERIPRISE FINANCIAL SERVICES · MINNEAPOLIS, MN 55474	Advisory (Participants)	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2R2S2T3D

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.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

$178K

$241 / participant

Recordkeeping$19K10.6%
Investment mgmt$23K12.8%
Contract admin$137K76.7%

% of EOY assets

0.258%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: SUPLEE,SHEA,CRAMER & MILLER P.A.
Auditor EIN: 592213319
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$73,069

$50,860+43.7%

$155,574-53.0%

$77,714-6.0%

Participation rate

100.0%

63.1%+36.9pp

78.2%+21.8pp

70.6%+29.4pp

Annual return

13.78%

34.86%-21.1pp

64.87%-51.1pp

31.26%-17.5pp

Employer contribution / active EE

$2,603

$1,991+30.8%

$4,676-44.3%

$2,727-4.5%

Participant deferral / active EE

$5,143

$2,825+82.1%

$5,629-8.6%

$4,649+10.6%

Admin fee / account holder

$188

$436-56.8%

$15,914-98.8%

$433-56.5%

Provider

Service type

Compensation

NATIONWIDE10+ years

Service code 13 · EIN 31-4156830

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Contract Administrator

$99,694

PRINCIPAL LIFE INSURANCE COMPANY1 year

Service code 13 · EIN 42-0127290

Contract Administrator

$33,333

PROACCOUNT1 year

Service code 26 · EIN 73-0988442

10 W NATIONWIDE BLVD · COLUMBUS, OH 43215

Advisory (Participants)

$22,703

PENSION ASSURANCE LLP1 year

Filed as: KB PENSION SERVICES, INC.

Service code 13 · EIN 65-0721164

8374 MARKET STREET, #502 · LAKEWOOD RANCH, FL 34202

Contract Administrator

$18,835

AMERIPRISE FINANCIAL SERVICES INC1 year

Service code 27

Advisory (Plan)

$10,189

AMERIPRISE FINANCIAL SERVICES INC4 years

Filed as: AMERIPRISE FINANCIAL SERVICES

Service code 26 · EIN 51-6041053

50082 AMERIPRISE FINANCIAL SERVICES · MINNEAPOLIS, MN 55474

Advisory (Participants)

AESCULAPIAN MANAGEMENT COMPANY, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AESCULAPIAN MANAGEMENT COMPANY, LLC 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