Retirement plan

PHARMACY CARE ASSOCIATES, LLC 401(K) PLAN

Name: PHARMACY CARE ASSOCIATES, LLC - PHARMACY CARE ASSOCIATES, LLC 401(K) PLAN (2020) Form 5500
Creator: PHARMACY CARE ASSOCIATES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PHARMACY CARE ASSOCIATES, LLC 401(K) PLAN, PHARMACY CARE ASSOCIATES, LLC

PHARMACY CARE ASSOCIATES, LLCEIN 63-1237959Plan #001PY 2020

545 COTTON GIN ROAD - MONTGOMERY, AL 36117334-396-9466pharmacycareassociates.comLinkedIn11-50 employeespharmaceuticals

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$872K

+78.6% from 2019

Total participants

+13.0% from 2019

Average account balance

$14,298

+58.1% from 2019

Annual return

26.94%

-4.90 pp from 2019

Benchmarks

See 9,302 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort9,302 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.89M

Not enough data

1 years with asset history on file

Average account balance

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

$56K

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.

95.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$655K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+18.51%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2057

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

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$5K

$88 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.554%

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

$14,298

$65,041-78.0%

$90,965-84.3%

$79,858-82.1%

Participation rate

100.0%

61.6%+38.4pp

69.0%+31.0pp

69.6%+30.4pp

Annual return

26.94%

30.45%-3.5pp

134.57%-107.6pp

31.72%-4.8pp

Employer contribution / active EE

$1,716

$1,247+37.6%

$2,122-19.2%

$2,471-30.6%

Participant deferral / active EE

$2,871

$2,512+14.3%

$3,373-14.9%

$3,740-23.2%

Admin fee / account holder

$79

$4,536-98.3%

$5,960-98.7%

$5,306-98.5%

PHARMACY CARE ASSOCIATES, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PHARMACY CARE ASSOCIATES, 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