Retirement plan

OZARK DERMATOLOGY CLINIC, P. A. PROFIT SHARING & 401(K) PLAN

Name: OZARK DERMATOLOGY CLINIC, P.A. - OZARK DERMATOLOGY CLINIC, P. A. PROFIT SHARING & 401(K) PLAN (2025) Form 5500
Creator: OZARK DERMATOLOGY CLINIC, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OZARK DERMATOLOGY CLINIC, P. A. PROFIT SHARING & 401(K) PLAN, OZARK DERMATOLOGY CLINIC, P.A.

OZARK DERMATOLOGY CLINIC, P.A.EIN 71-0836130Plan #001PY 2025

4375 N VANTAGE DRIVE, SUITE #305 - FAYETTEVILLE, AR 72703479-443-5100

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$14.4M

-1.6% from 2024

Total participants

+5.4% from 2024

Average account balance

$158,727

-12.4% from 2024

Annual return

15.60%

-1.91 pp from 2024

Benchmarks

See 12,994 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort12,994 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$14.44M

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.

119.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$921K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+15.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

$38335

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 codes2E2F2G2J2R2T3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

$3.5M

$45901 / participant

Other / not subdivided$3M100.0%

% of EOY assets

24.152%

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

$158,727

$75,541+110.1%

$152,093+4.4%

$82,637+92.1%

Participation rate

92.1%

66.5%+25.6pp

77.8%+14.3pp

68.1%+24.1pp

Annual return

15.60%

32.56%-17.0pp

66.36%-50.8pp

53.51%-37.9pp

Employer contribution / active EE

$7,394

$2,622+181.9%

$4,175+77.1%

$2,552+189.7%

Participant deferral / active EE

$4,725

$3,206+47.4%

$5,451-13.3%

$4,126+14.5%

Admin fee / account holder

$38,335

$6,405+498.6%

$14,497+164.4%

$7,339+422.4%

OZARK DERMATOLOGY CLINIC, P. A. PROFIT SHARING & 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OZARK DERMATOLOGY CLINIC, P. A. PROFIT SHARING & 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