Retirement plan

STRIDE HEALTHCARE MANAGEMENT, LLC 401(K) PLAN

Name: INTERVENTIONAL PARTNERS, PLLC - STRIDE HEALTHCARE MANAGEMENT, LLC 401(K) PLAN (2024) Form 5500
Creator: INTERVENTIONAL PARTNERS, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STRIDE HEALTHCARE MANAGEMENT, LLC 401(K) PLAN, INTERVENTIONAL PARTNERS, PLLC

INTERVENTIONAL PARTNERS, PLLCdba STRIDE HEALTHCARE, PLLCEIN 81-5443236Plan #001PY 2024

12222 MERIT DRIVE, SUITE 290 - DALLAS, TX 75251214-566-3349LinkedIn1-10 employeesmedical practice

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$8.1M

+89.0% from 2021

Total participants

466

-13.7% from 2021

Average account balance

-100.0% from 2021

Annual return

20.12%

+4.41 pp from 2021

Benchmarks

See 4,117 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort4,117 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.09M

Not enough data

1 years with asset history on file

Average account balance

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

$17K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.57M

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

+20.12%

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 4 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$19,044
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$19,044
IMA WEALTH INC1 year Service code 27 430 E DOUGLAS STE 400 · WICHITA, KS 67202	Advisory (Plan)	$19,044
NOVA 401(K) ASSOCIATES1 year Service code 13	Contract Administrator	$19,044

Plan features & details

Pension benefit codes2E2G2J2K3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$76K

$163 / participant

Other / not subdivided$76K100.0%

% of EOY assets

0.941%

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: $0
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$50,919-100.0%

$155,556-100.0%

$77,762-100.0%

Participation rate

0.0%

63.1%-63.1pp

78.2%-78.2pp

70.6%-70.6pp

Annual return

20.12%

34.84%-14.7pp

64.84%-44.7pp

31.27%-11.1pp

Employer contribution / active EE

$218

$1,991-89.0%

$4,675-95.3%

$2,728-92.0%

Participant deferral / active EE

$3,144

$2,824+11.3%

$5,631-44.2%

$4,651-32.4%

Admin fee / account holder

$437-100.0%

$15,885-100.0%

$433-100.0%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: EMPOWER ADVISORY GROUP, LLC

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$19,044

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: EMPOWER ANNUITY INSURANCE COMPANY

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$19,044

IMA WEALTH INC1 year

Service code 27

430 E DOUGLAS STE 400 · WICHITA, KS 67202

Advisory (Plan)

$19,044

NOVA 401(K) ASSOCIATES1 year

Service code 13

Contract Administrator

$19,044

STRIDE HEALTHCARE MANAGEMENT, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STRIDE HEALTHCARE MANAGEMENT, 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