Retirement plan

NEURO-VISION THERAPY INSTITUTE 401(K) PLAN

Name: DR. ALEX VISION, LLC DBA NEURO-VISION THERAPY INSTITUTE - NEURO-VISION THERAPY INSTITUTE 401(K) PLAN (2024) Form 5500
Creator: DR. ALEX VISION, LLC DBA NEURO-VISION THERAPY INSTITUTE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NEURO-VISION THERAPY INSTITUTE 401(K) PLAN, DR. ALEX VISION, LLC DBA NEURO-VISION THERAPY INSTITUTE

DR. ALEX VISION, LLC DBA NEURO-VISION THERAPY INSTITUTEEIN 83-1635895Plan #001PY 2024

300 SOUTH JACKSON STREET, SUITE 320 - DENVER, CO 80209773-930-8990

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$219K

+145.4% from 2023

Total participants

0.0% from 2023

Average account balance

$24,299

+63.6% from 2023

Annual return

27.37%

+12.51 pp from 2023

Benchmarks

See 143,710 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort143,710 peers

Snapshot2024

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

$3K

Not enough data

1 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

-101.48%

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 codes2E2J2F2G3D

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.
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 employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$398

$33 / participant

Other / not subdivided$398100.0%

% of EOY assets

0.182%

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

$24,299

$160,040-84.8%

$147,096-83.5%

$145,877-83.3%

Participation rate

75.0%

84.0%-9.0pp

82.2%-7.2pp

80.3%-5.3pp

Annual return

27.37%

98.49%-71.1pp

419.75%-392.4pp

551.28%-523.9pp

Employer contribution / active EE

$723

$5,289-86.3%

$4,936-85.4%

$4,663-84.5%

Participant deferral / active EE

$8,044

$8,429-4.6%

$8,071-0.3%

$6,691+20.2%

Admin fee / account holder

$44

$15,050-99.7%

$13,005-99.7%

$13,402-99.7%

NEURO-VISION THERAPY INSTITUTE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NEURO-VISION THERAPY INSTITUTE 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