Retirement plan

SU CLINICA FAMILIAR, INC. PENSION PLAN

Name: SU CLINICA FAMILIAR, INC. - SU CLINICA FAMILIAR, INC. PENSION PLAN (2024) Form 5500
Creator: SU CLINICA FAMILIAR, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SU CLINICA FAMILIAR, INC. PENSION PLAN, SU CLINICA FAMILIAR, INC.

SU CLINICA FAMILIAR, INC.EIN 74-2357970Plan #001PY 2024

1706 TREASURE HILLS BLVD. - HARLINGEN, TX 78550956-365-6750suclinica.comLinkedIn501-1000 employees

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$29.2M

+10.1% from 2023

Total participants

905

+0.9% from 2023

Average account balance

$32,252

+9.1% from 2023

Annual return

12.18%

+0.79 pp from 2023

Benchmarks

See 1,035 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants250-999

Cohort1,035 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$29.19M

Not enough data

1 years with asset history on file

Average account balance

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

$32K

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.

905

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

$1.33M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+12.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$37

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

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
PNC BANK, N.A.4 years Filed as: PNC BANK Service code 28 · EIN 34-6519512	Investment Management	$33,088

Plan features & details

Pension benefit codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$33K

$93 / participant

Investment mgmt$33K100.0%

% of EOY assets

0.113%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: COHNREZNICK LLP
Auditor EIN: 334144829
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$32,252

$65,960-51.1%

$81,844-60.6%

$77,736-58.5%

Participation rate

100.0%

65.8%+34.2pp

72.4%+27.6pp

70.6%+29.4pp

Annual return

12.18%

26.64%-14.5pp

778.87%-766.7pp

31.26%-19.1pp

Employer contribution / active EE

$1,751

$2,375-26.3%

$2,916-40.0%

$2,728-35.8%

Participant deferral / active EE

$1,969

$3,505-43.8%

$4,323-54.5%

$4,651-57.7%

Admin fee / account holder

$37

$526-93.1%

$7,355-99.5%

$433-91.6%

Provider

Service type

Compensation

PNC BANK, N.A.4 years

Filed as: PNC BANK

Service code 28 · EIN 34-6519512

Investment Management

$33,088

SU CLINICA FAMILIAR, INC. PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SU CLINICA FAMILIAR, INC. PENSION 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