Retirement plan

BEAIRD DERMATOLOGY, S.C. 401(K) PROFIT SHARING PLAN

Name: BEAIRD DERMATOLOGY, S.C. - BEAIRD DERMATOLOGY, S.C. 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: BEAIRD DERMATOLOGY, S.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BEAIRD DERMATOLOGY, S.C. 401(K) PROFIT SHARING PLAN, BEAIRD DERMATOLOGY, S.C.

BEAIRD DERMATOLOGY, S.C.EIN 81-2383818Plan #001PY 2025

4885 HOFFMAN BLVD. STE 407 - HOFFMAN ESTATES, IL 60192847-305-5973beairddermatology.comLinkedIn11-50 employeeshealth, wellness and fitness

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$3.3M

+20.3% from 2024

Total participants

+26.3% from 2024

Average account balance

$72,589

-1.1% from 2024

Annual return

12.39%

-0.55 pp from 2024

Benchmarks

See 66,971 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort66,971 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.27M

Not enough data

1 years with asset history on file

Average account balance

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

$73K

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.

214.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$214K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+12.39%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$72,589

$174,379-58.4%

$152,093-52.3%

$138,895-47.7%

Participation rate

85.7%

81.6%+4.1pp

77.8%+7.9pp

79.9%+5.8pp

Annual return

12.39%

74.86%-62.5pp

66.36%-54.0pp

145.39%-133.0pp

Employer contribution / active EE

$4,648

$4,652-0.1%

$4,175+11.3%

$4,194+10.8%

Participant deferral / active EE

$5,537

$6,159-10.1%

$5,451+1.6%

$6,396-13.4%

Admin fee / account holder

$16,880-100.0%

$14,497-100.0%

$12,562-100.0%

BEAIRD DERMATOLOGY, S.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BEAIRD DERMATOLOGY, S.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion