Retirement plan

COEUR D'ALENE PEDIATRICS, P.A. SECTION 401(K) PROFIT SHARING PLAN

Name: COEUR D'ALENE PEDIATRICS, P.A. - COEUR D'ALENE PEDIATRICS, P.A. SECTION 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: COEUR D'ALENE PEDIATRICS, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COEUR D'ALENE PEDIATRICS, P.A. SECTION 401(K) PROFIT SHARING PLAN, COEUR D'ALENE PEDIATRICS, P.A.

COEUR D'ALENE PEDIATRICS, P.A.EIN 82-0390991Plan #001PY 2024

700 W IRONWOOD DRIVE, SUITE 155 - COEUR DALENE, ID 83814208-667-0585cdapeds.comLinkedIn51-200 employeeshospital & health care

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$6.8M

-11.0% from 2023

Total participants

-11.0% from 2023

Average account balance

$108,392

+0.3% from 2023

Annual return

10.63%

+5.02 pp from 2023

Benchmarks

See 21,729 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort21,729 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.83M

Not enough data

1 years with asset history on file

Average account balance

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

$108K

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.

137.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$225K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+10.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

$30430

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 codes2E2F2H2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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

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

$1.9M

$41676 / participant

Other / not subdivided$2M100.0%

% of EOY assets

28.074%

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

$108,392

$81,276+33.4%

$155,574-30.3%

$80,925+33.9%

Participation rate

95.7%

66.2%+29.4pp

78.2%+17.4pp

67.7%+28.0pp

Annual return

10.63%

33.36%-22.7pp

64.87%-54.2pp

35.65%-25.0pp

Employer contribution / active EE

$1,667

$3,103-46.3%

$4,676-64.4%

$2,756-39.5%

Participant deferral / active EE

$3,233

$3,453-6.4%

$5,629-42.6%

$4,299-24.8%

Admin fee / account holder

$30,430

$7,993+280.7%

$15,914+91.2%

$6,940+338.5%

COEUR D'ALENE PEDIATRICS, P.A. SECTION 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COEUR D'ALENE PEDIATRICS, P.A. SECTION 401(K) PROFIT SHARING 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