Retirement plan

SWEETGRASS PEDIATRICS 401(K) PLAN

Name: SWEETGRASS PEDIATRICS - SWEETGRASS PEDIATRICS 401(K) PLAN (2024) Form 5500
Creator: SWEETGRASS PEDIATRICS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SWEETGRASS PEDIATRICS 401(K) PLAN, SWEETGRASS PEDIATRICS

SWEETGRASS PEDIATRICSEIN 81-0568231Plan #001PY 2024

2016 1ST AVENUE - SUMMERVILLE, SC 29486843-432-3106sweetgrasspediatrics.comLinkedIn51-200 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$7.3M

+21.9% from 2023

Total participants

116

0.0% from 2023

Average account balance

$76,966

+6.5% from 2023

Annual return

11.50%

-3.74 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

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.31M

Not enough data

1 years with asset history on file

Average account balance

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

$77K

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.

92.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$722K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+11.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1510

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 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

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

$143K

$1393 / participant

Other / not subdivided$143K100.0%

% of EOY assets

1.962%

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

$76,966

$55,472+38.7%

$155,567-50.5%

$74,546+3.2%

Participation rate

79.6%

61.9%+17.7pp

78.2%+1.4pp

67.2%+12.4pp

Annual return

11.50%

268.72%-257.2pp

64.74%-53.2pp

1366.03%-1354.5pp

Employer contribution / active EE

$1,751

$2,269-22.8%

$4,674-62.5%

$2,624-33.3%

Participant deferral / active EE

$5,255

$2,838+85.2%

$5,628-6.6%

$4,347+20.9%

Admin fee / account holder

$1,510

$1,743-13.3%

$15,916-90.5%

$1,944-22.3%

SWEETGRASS PEDIATRICS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SWEETGRASS PEDIATRICS 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