Retirement plan

SPINE & SCOLIOSIS SPECIALISTS, LLC 401(K) PLAN

Name: SPINE & SCOLIOSIS SPECIALISTS, LLC - SPINE & SCOLIOSIS SPECIALISTS, LLC 401(K) PLAN (2024) Form 5500
Creator: SPINE & SCOLIOSIS SPECIALISTS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SPINE & SCOLIOSIS SPECIALISTS, LLC 401(K) PLAN, SPINE & SCOLIOSIS SPECIALISTS, LLC

SPINE & SCOLIOSIS SPECIALISTS, LLCEIN 81-0939257Plan #001PY 2024

10908 NORTH RIDGEDALE ROAD - TAMPA, FL 33617855-752-2225

Other plans on this EIN

1 filing

#002Retirement-$1.8M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$229K

+36.9% from 2023

Total participants

0.0% from 2023

Average account balance

$45,837

+36.9% from 2023

Annual return

10.73%

-6.88 pp from 2023

Benchmarks

See 109,298 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,298 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$229K

Not enough data

1 years with asset history on file

Average account balance

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

$46K

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.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$44K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+10.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$374

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

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

$2K

$624 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.816%

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

$45,837

$183,516-75.0%

$155,534-70.5%

$145,884-68.6%

Participation rate

100.0%

82.7%+17.3pp

78.2%+21.8pp

80.3%+19.7pp

Annual return

10.73%

61.43%-50.7pp

64.92%-54.2pp

551.85%-541.1pp

Employer contribution / active EE

$4,415

$5,315-16.9%

$4,675-5.5%

$4,662-5.3%

Participant deferral / active EE

$10,167

$6,467+57.2%

$5,630+80.6%

$6,690+52.0%

Admin fee / account holder

$374

$19,293-98.1%

$15,900-97.6%

$13,392-97.2%

SPINE & SCOLIOSIS SPECIALISTS, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SPINE & SCOLIOSIS SPECIALISTS, LLC 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