Retirement plan

PEA IN THE POD, OB/GYN ASSOCIATES, P.A. SAFE HARBOR 401(K) PLAN

Name: PEA IN THE POD, OB/GYN ASSOCIATES, P.A. - PEA IN THE POD, OB/GYN ASSOCIATES, P.A. SAFE HARBOR 401(K) PLAN (2024) Form 5500
Creator: PEA IN THE POD, OB/GYN ASSOCIATES, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PEA IN THE POD, OB/GYN ASSOCIATES, P.A. SAFE HARBOR 401(K) PLAN, PEA IN THE POD, OB/GYN ASSOCIATES, P.A.

PEA IN THE POD, OB/GYN ASSOCIATES, P.A.EIN 74-3000846Plan #001PY 2024

343 W. HOUSTON STREET, SUITE 204 - SAN ANTONIO, TX 78205210-226-2464LinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#002Retirement-$5.8M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$2M

+9.9% from 2023

Total participants

-20.0% from 2023

Average account balance

$508,217

+37.4% from 2023

Annual return

11.04%

-2.68 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

$2.03M

Not enough data

1 years with asset history on file

Average account balance

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

$508K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$54K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$27K

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

+11.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$18508

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$74K

$37016 / participant

Other / not subdivided$74K100.0%

% of EOY assets

3.642%

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

$508,217

$183,627+176.8%

$155,602+226.6%

$145,978+248.1%

Participation rate

100.0%

82.7%+17.3pp

78.2%+21.8pp

80.3%+19.7pp

Annual return

11.04%

61.32%-50.3pp

64.81%-53.8pp

550.52%-539.5pp

Employer contribution / active EE

$3,788

$5,316-28.8%

$4,675-19.0%

$4,662-18.8%

Participant deferral / active EE

$23,080

$6,466+257.0%

$5,629+310.0%

$6,690+245.0%

Admin fee / account holder

$18,508

$19,327-4.2%

$15,923+16.2%

$13,400+38.1%

PEA IN THE POD, OB/GYN ASSOCIATES, P.A. SAFE HARBOR 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PEA IN THE POD, OB/GYN ASSOCIATES, P.A. SAFE HARBOR 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