Retirement plan

YULIA KOLTZOVA-RANG MD, PLLC 401(K) PLAN & TRUST

Name: YULIA KOLTZOVA-RANG MD, PLLC - YULIA KOLTZOVA-RANG MD, PLLC 401(K) PLAN & TRUST (2025) Form 5500
Creator: YULIA KOLTZOVA-RANG MD, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, YULIA KOLTZOVA-RANG MD, PLLC 401(K) PLAN & TRUST, YULIA KOLTZOVA-RANG MD, PLLC

YULIA KOLTZOVA-RANG MD, PLLCEIN 83-2060345Plan #001PY 2025

10900 N. SCOTTSDALE RD., SUITE 102 - SCOTTSDALE, AZ 85254480-609-8600

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$2.1M

+16.2% from 2024

Total participants

0.0% from 2024

Average account balance

$179,005

+16.2% from 2024

Annual return

12.74%

+1.11 pp from 2024

Benchmarks

See 79,137 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort79,137 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.15M

Not enough data

1 years with asset history on file

Average account balance

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

$179K

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.

240.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$64K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+12.74%

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 codes2E2J3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$42

$8 / participant

Other / not subdivided$42100.0%

% of EOY assets

0.002%

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

$179,005

$172,111+4.0%

$150,298+19.1%

$137,256+30.4%

Participation rate

100.0%

81.7%+18.3pp

77.8%+22.2pp

80.0%+20.0pp

Annual return

12.74%

69.37%-56.6pp

62.79%-50.0pp

220.34%-207.6pp

Employer contribution / active EE

$7,087

$4,636+52.9%

$4,154+70.6%

$4,156+70.5%

Participant deferral / active EE

$5,749

$6,166-6.8%

$5,453+5.4%

$6,407-10.3%

Admin fee / account holder

$16,471-100.0%

$14,116-100.0%

$12,270-100.0%

YULIA KOLTZOVA-RANG MD, PLLC 401(K) PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

YULIA KOLTZOVA-RANG MD, PLLC 401(K) PLAN & 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