Retirement plan

LOUISIANA WOMEN'S HEALTHCARE ASSOCIATES, LLC PROFIT SHARING PLAN

Name: LOUISIANA WOMEN'S HEALTHCARE ASSOCIATES, LLC - LOUISIANA WOMEN'S HEALTHCARE ASSOCIATES, LLC PROFIT SHARING PLAN (2024) Form 5500
Creator: LOUISIANA WOMEN'S HEALTHCARE ASSOCIATES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LOUISIANA WOMEN'S HEALTHCARE ASSOCIATES, LLC PROFIT SHARING PLAN, LOUISIANA WOMEN'S HEALTHCARE ASSOCIATES, LLC

LOUISIANA WOMEN'S HEALTHCARE ASSOCIATES, LLCEIN 72-1350748Plan #001PY 2024

500 RUE DE LA VIE, ST. 100 - BATON ROUGE, LA 70817225-201-2000LinkedIn11-50 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$52.2M

+11.3% from 2023

Total participants

328

+1.5% from 2023

Average account balance

$159,724

+9.9% from 2023

Annual return

12.99%

-3.71 pp from 2023

Benchmarks

See 6,019 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort6,019 peers

Snapshot2024

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$52.23M

Not enough data

1 years with asset history on file

Average account balance

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

$160K

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.

327

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.

99.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.14M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+12.99%

Not enough data

1 years with return on file

Admin fee / account holder

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

$226

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Service providers

Top 5 by compensation

Provider	Service type	Compensation
SENTINEL PENSION LLC6 years Filed as: SENTINEL PENSION Service code 37 6811 JEFFERSON HWY · BATON ROUGE, LA 70806	Loan Processing	$51,124
CETERA ADVISOR NETWORKS LLC1 year Filed as: CETERA ADVISORS, LLC Service code 26 · EIN 36-3258176	Advisory (Participants)	$30,141
CETERA ADVISOR NETWORKS LLC6 years Filed as: CETERA ADVISORS Service code 26 · EIN 84-0858799	Advisory (Participants)	$28,290
NATIONWIDE6 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Contract Administrator	$3,816
PROACCOUNT1 year Service code 26 · EIN 73-0988442	Advisory (Participants)	$3,289

Plan features & details

Pension benefit codes2A2E2F2G2J2K2R3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
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

$74K

$301 / participant

Recordkeeping$63K84.8%
Contract admin$11K15.2%

% of EOY assets

0.141%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: LAPORTE, APAC
Auditor EIN: 721088864
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$159,724

$55,472+187.9%

$155,567+2.7%

$74,546+114.3%

Participation rate

99.6%

61.9%+37.7pp

78.2%+21.4pp

67.2%+32.4pp

Annual return

12.99%

268.72%-255.7pp

64.74%-51.7pp

1366.03%-1353.0pp

Employer contribution / active EE

$7,829

$2,269+245.1%

$4,674+67.5%

$2,624+198.3%

Participant deferral / active EE

$4,978

$2,838+75.4%

$5,628-11.5%

$4,347+14.5%

Admin fee / account holder

$226

$1,743-87.1%

$15,916-98.6%

$1,944-88.4%

Provider

Service type

Compensation

SENTINEL PENSION LLC6 years

Filed as: SENTINEL PENSION

Service code 37

6811 JEFFERSON HWY · BATON ROUGE, LA 70806

Loan Processing

$51,124

CETERA ADVISOR NETWORKS LLC1 year

Filed as: CETERA ADVISORS, LLC

Service code 26 · EIN 36-3258176

Advisory (Participants)

$30,141

CETERA ADVISOR NETWORKS LLC6 years

Filed as: CETERA ADVISORS

Service code 26 · EIN 84-0858799

Advisory (Participants)

$28,290

NATIONWIDE6 years

Service code 13

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Contract Administrator

$3,816

PROACCOUNT1 year

Service code 26 · EIN 73-0988442

Advisory (Participants)

$3,289

LOUISIANA WOMEN'S HEALTHCARE ASSOCIATES, LLC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LOUISIANA WOMEN'S HEALTHCARE ASSOCIATES, LLC 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