Retirement plan

ADVANCED HEMATOLOGY & ONCOLOGY GROUP OF PR RETIREMENT PLAN

Name: ADVANCED HEMATOLOGY & ONCOLOGY GROUP OF PR, PSC - ADVANCED HEMATOLOGY & ONCOLOGY GROUP OF PR RETIREMENT PLAN (2025) Form 5500
Creator: ADVANCED HEMATOLOGY & ONCOLOGY GROUP OF PR, PSC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ADVANCED HEMATOLOGY & ONCOLOGY GROUP OF PR RETIREMENT PLAN, ADVANCED HEMATOLOGY & ONCOLOGY GROUP OF PR, PSC

ADVANCED HEMATOLOGY & ONCOLOGY GROUP OF PR, PSCEIN 66-0797125Plan #001PY 2025

HIMA PLAZA I SUITE 515, 500 AVE DEGETAU - CAGUAS, PR 00725787-744-4865

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$4.5M

+21.5% from 2024

Total participants

+16.7% from 2024

Average account balance

$158,942

+4.2% from 2024

Annual return

16.85%

+4.41 pp from 2024

Benchmarks

See 15,542 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort15,542 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.45M

Not enough data

1 years with asset history on file

Average account balance

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

$159K

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

$178K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+16.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$254

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 codes2E2F2G2J3C

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.
3C
Plan not intended to be qualified
A plan not intended to be qualified under Code sections 401 403 or 408.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$7K

$254 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.160%

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

$158,942

$76,407+108.0%

$150,298+5.8%

$82,448+92.8%

Participation rate

100.0%

66.4%+33.6pp

77.8%+22.2pp

68.1%+31.9pp

Annual return

16.85%

39.99%-23.1pp

62.79%-45.9pp

41.64%-24.8pp

Employer contribution / active EE

$3,170

$2,614+21.3%

$4,154-23.7%

$2,551+24.3%

Participant deferral / active EE

$3,170

$3,214-1.4%

$5,453-41.9%

$4,139-23.4%

Admin fee / account holder

$254

$6,352-96.0%

$14,116-98.2%

$7,234-96.5%

ADVANCED HEMATOLOGY & ONCOLOGY GROUP OF PR RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ADVANCED HEMATOLOGY & ONCOLOGY GROUP OF PR RETIREMENT 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