Retirement plan

DLV VISION MANAGEMENT LLC 401(K) PROFIT SHARING PLAN

Name: DLV VISION MANAGEMENT, LLC - DLV VISION MANAGEMENT LLC 401(K) PROFIT SHARING PLAN (2022) Form 5500
Creator: DLV VISION MANAGEMENT, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DLV VISION MANAGEMENT LLC 401(K) PROFIT SHARING PLAN, DLV VISION MANAGEMENT, LLC

DLV VISION MANAGEMENT, LLCEIN 83-1430175Plan #001PY 2022

4353 PARK TERRACE DR., SUITE 150 - WESTLAKE VILLAGE, CA 91361805-987-5300LinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#002Retirement-$1.2M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.2M

No prior year

Total participants

No prior year

Average account balance

$23,338

No prior year

Annual return

-16.14%

No prior year

Benchmarks

See 19,701 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort19,701 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-55.78%

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

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 codes2E2F2H2J3D

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$16K

$349 / participant

Other / not subdivided$16K100.0%

% of EOY assets

0.740%

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

$23,338

$73,863-68.4%

$143,797-83.8%

$68,490-65.9%

Participation rate

87.0%

66.7%+20.3pp

80.3%+6.6pp

67.9%+19.1pp

Annual return

-16.14%

0.91%-17.1pp

-0.04%-16.1pp

-7.85%-8.3pp

Employer contribution / active EE

$4,200

$3,185+31.9%

$4,952-15.2%

$2,597+61.7%

Participant deferral / active EE

$3,226

$3,385-4.7%

$5,638-42.8%

$4,028-19.9%

Admin fee / account holder

$173

$5,756-97.0%

$14,679-98.8%

$5,403-96.8%

DLV VISION MANAGEMENT LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DLV VISION MANAGEMENT LLC 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