Retirement plan

SPECIALTY CARE PEDIATRICS 401(K) PLAN

Name: SPECIALTY CARE PEDIATRICS, INC. - SPECIALTY CARE PEDIATRICS 401(K) PLAN (2024) Form 5500
Creator: SPECIALTY CARE PEDIATRICS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SPECIALTY CARE PEDIATRICS 401(K) PLAN, SPECIALTY CARE PEDIATRICS, INC.

SPECIALTY CARE PEDIATRICS, INC.EIN 82-5079179Plan #001PY 2024

14324 N WESTERN AVE - EDMOND, OK 730131943405-276-8076LinkedIn1-10 employeesmedical practice

Prospect flagsLow assets / participantLow fidelity bondFailed to transmit contributions

How to read this page

Total assets (EOY)

$913K

+34.1% from 2023

Total participants

188

+6.2% from 2023

Average account balance

$5,467

+29.3% from 2023

Annual return

11.52%

-22.76 pp from 2023

Benchmarks

See 5,993 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,993 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$913K

Not enough data

1 years with asset history on file

Average account balance

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

$5K

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.

167

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.

88.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$292K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+11.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

$51

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 1 by compensation

Provider	Service type	Compensation
STEPHEN HORN INSURANCE SERVICES1 year Filed as: STEPHEN JONES Service code 27 · EIN 36-3258176 2301 ROSECRANS AVE SUITE 5100 · EL SEGUNDO, CA 90245	Advisory (Plan)	$5,165

Plan features & details

Pension benefit codes2A2E2J2F2G3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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).
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.
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

3 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$8K

$47 / participant

Investment mgmt$8K100.0%

% of EOY assets

0.928%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: CCK STRATEGIES PLLC
Auditor EIN: 731528194
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$5,467

$55,470-90.1%

$155,556-96.5%

$74,478-92.7%

Participation rate

88.5%

61.9%+26.6pp

78.2%+10.2pp

67.2%+21.2pp

Annual return

11.52%

269.80%-258.3pp

64.84%-53.3pp

1370.56%-1359.0pp

Employer contribution / active EE

$511

$2,267-77.4%

$4,675-89.1%

$2,626-80.5%

Participant deferral / active EE

$1,095

$2,838-61.4%

$5,631-80.6%

$4,350-74.8%

Admin fee / account holder

$51

$1,744-97.1%

$15,885-99.7%

$1,946-97.4%

Provider

Service type

Compensation

STEPHEN HORN INSURANCE SERVICES1 year

Filed as: STEPHEN JONES

Service code 27 · EIN 36-3258176

2301 ROSECRANS AVE SUITE 5100 · EL SEGUNDO, CA 90245

Advisory (Plan)

$5,165

SPECIALTY CARE PEDIATRICS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SPECIALTY CARE PEDIATRICS 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