Retirement plan

ALABAMA PEDIATRIC THERAPY ASSOCIATES, LLC 401(K) PLAN

Name: ALABAMA PEDIATRIC THERAPY SERVICES - ALABAMA PEDIATRIC THERAPY ASSOCIATES, LLC 401(K) PLAN (2024) Form 5500
Creator: ALABAMA PEDIATRIC THERAPY SERVICES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALABAMA PEDIATRIC THERAPY ASSOCIATES, LLC 401(K) PLAN, ALABAMA PEDIATRIC THERAPY SERVICES

ALABAMA PEDIATRIC THERAPY SERVICESEIN 81-0999465Plan #001PY 2024

315 6TH STREET SOUTH - ONEONTA, AL 35121256-504-6097alpediatrictherapy.comLinkedIn11-50 employeesmedical practice

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$705K

+38.0% from 2023

Total participants

+48.1% from 2023

Average account balance

$26,122

+38.0% from 2023

Annual return

15.35%

-41.77 pp from 2023

Benchmarks

See 21,742 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort21,742 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$918K

Not enough data

1 years with asset history on file

Average account balance

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

$34K

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.

96.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$95K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+20.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$922

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 codes2G2J2T3B

Plan features

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$3K

$95 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.389%

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

$26,122

$81,262-67.9%

$155,602-83.2%

$80,911-67.7%

Participation rate

55.2%

66.2%-11.1pp

78.2%-23.0pp

67.6%-12.5pp

Annual return

15.35%

33.34%-18.0pp

64.81%-49.5pp

35.63%-20.3pp

Employer contribution / active EE

$1,241

$3,102-60.0%

$4,675-73.5%

$2,756-55.0%

Participant deferral / active EE

$2,831

$3,451-18.0%

$5,629-49.7%

$4,297-34.1%

Admin fee / account holder

$102

$7,992-98.7%

$15,923-99.4%

$6,935-98.5%

ALABAMA PEDIATRIC THERAPY ASSOCIATES, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALABAMA PEDIATRIC THERAPY ASSOCIATES, 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