Retirement plan

REGIONAL ORTHOPAEDIC HEALTH CARE PLLC PROFIT SHARING PLAN

Name: REGIONAL ORTHOPAEDIC HEALTH CARE, PLLC - REGIONAL ORTHOPAEDIC HEALTH CARE PLLC PROFIT SHARING PLAN (2024) Form 5500
Creator: REGIONAL ORTHOPAEDIC HEALTH CARE, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, REGIONAL ORTHOPAEDIC HEALTH CARE PLLC PROFIT SHARING PLAN, REGIONAL ORTHOPAEDIC HEALTH CARE, PLLC

REGIONAL ORTHOPAEDIC HEALTH CARE, PLLCEIN 71-0812636Plan #001PY 2024

#3 MEDICAL PLAZA - MOUNTAIN HOME, AR 72653870-424-3400LinkedIn11-50 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.5M

-72.5% from 2023

Total participants

-2.7% from 2023

Average account balance

$43,134

-73.3% from 2023

Annual return

15.20%

-3.70 pp from 2023

Benchmarks

See 109,510 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,510 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-100.00%

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

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 codes2E2J3D2F2T

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).
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$4.9M

$221407 / participant

Other / not subdivided$5M100.0%

% of EOY assets

332.137%

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

$43,134

$183,627-76.5%

$155,602-72.3%

$145,978-70.5%

Participation rate

90.9%

82.7%+8.2pp

78.2%+12.7pp

80.3%+10.6pp

Annual return

15.20%

61.32%-46.1pp

64.81%-49.6pp

550.52%-535.3pp

Employer contribution / active EE

$2,685

$5,316-49.5%

$4,675-42.6%

$4,662-42.4%

Participant deferral / active EE

$4,397

$6,466-32.0%

$5,629-21.9%

$6,690-34.3%

Admin fee / account holder

$143,263

$19,327+641.2%

$15,923+799.7%

$13,400+969.1%

REGIONAL ORTHOPAEDIC HEALTH CARE PLLC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

REGIONAL ORTHOPAEDIC HEALTH CARE PLLC PROFIT SHARING 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