Retirement plan

JAG - ONE PHYSICAL THERAPY 401K PROFIT SHARING PLAN AND TRUST

Name: JAG - ONE INTERMEDIATE HOLDINGS - JAG - ONE PHYSICAL THERAPY 401K PROFIT SHARING PLAN AND TRUST (2024) Form 5500
Creator: JAG - ONE INTERMEDIATE HOLDINGS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JAG - ONE PHYSICAL THERAPY 401K PROFIT SHARING PLAN AND TRUST, JAG - ONE INTERMEDIATE HOLDINGS

JAG - ONE INTERMEDIATE HOLDINGSEIN 83-1033256Plan #001PY 2024

981 US 22, 2ND FLOOR - BRIDGEWATER, NJ 08807201-801-7141

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$31.9M

+33.2% from 2023

Total participants

2,075

+109.4% from 2023

Average account balance

$53,847

+10.7% from 2023

Annual return

19.32%

-2.84 pp from 2023

Benchmarks

See 1,434 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants1,000-4,999

Cohort1,434 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$31.88M

Not enough data

1 years with asset history on file

Average account balance

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

$54K

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.

592

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.

24.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.75M

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

+19.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20

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
FIDELITY INVESTMENTS INSTITUTIONAL5+ years Service code 37 · EIN 04-2647786	Loan Processing	$12,034

Plan features & details

Pension benefit codes2G2J2T3B2E2F3D

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).
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$12K

$6 / participant

Recordkeeping$12K100.0%

% of EOY assets

0.038%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: WILLIAMS BENATOR & LIBBY, LLP
Auditor EIN: 581460137
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$53,847

$53,199+1.2%

$155,567-65.4%

$199,768-73.0%

Participation rate

24.2%

64.1%-40.0pp

78.2%-54.0pp

72.0%-47.8pp

Annual return

19.32%

41.17%-21.9pp

64.74%-45.4pp

34.26%-14.9pp

Employer contribution / active EE

$758

$1,852-59.1%

$4,674-83.8%

$3,037-75.0%

Participant deferral / active EE

$1,669

$3,163-47.2%

$5,628-70.3%

$5,090-67.2%

Admin fee / account holder

$20

$186-89.0%

$15,916-99.9%

$269-92.4%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL5+ years

Service code 37 · EIN 04-2647786

Loan Processing

$12,034

JAG - ONE PHYSICAL THERAPY 401K PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JAG - ONE PHYSICAL THERAPY 401K PROFIT SHARING PLAN AND TRUST

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