Retirement plan

STRIDE HEALTHCARE MANAGEMENT, LLC 401(K) PLAN

Name: INTERVENTIONAL PARTNERS, PLLC DBA STRIDE HEALTHCARE, PLLC - STRIDE HEALTHCARE MANAGEMENT, LLC 401(K) PLAN (2019) Form 5500
Creator: INTERVENTIONAL PARTNERS, PLLC DBA STRIDE HEALTHCARE, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STRIDE HEALTHCARE MANAGEMENT, LLC 401(K) PLAN, INTERVENTIONAL PARTNERS, PLLC DBA STRIDE HEALTHCARE, PLLC

INTERVENTIONAL PARTNERS, PLLC DBA STRIDE HEALTHCARE, PLLCEIN 81-5443236Plan #001PY 2019

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

Prospect flagsLow assets / participantLow employer contribution

How to read this page

Total assets (EOY)

$1.6M

No prior year

Total participants

311

No prior year

Average account balance

$6,242

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 3,878 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,878 peers

Snapshot2019

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

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 codes2F2G2J2T3D

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$20K

$76 / participant

Other / not subdivided$20K100.0%

% of EOY assets

1.282%

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

$6,242

$62,928-90.1%

$172,752-96.4%

$67,579-90.8%

Participation rate

78.1%

64.5%+13.6pp

82.6%-4.5pp

71.3%+6.8pp

Annual return

0.00%

30.36%-30.4pp

802.97%-803.0pp

378.56%-378.6pp

Employer contribution / active EE

$1,636-100.0%

$5,144-100.0%

$2,148-100.0%

Participant deferral / active EE

$1,798

$2,145-16.2%

$5,198-65.4%

$3,539-49.2%

Admin fee / account holder

$80

$167-52.0%

$13,955-99.4%

$142-43.8%

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