Retirement plan

FORT COLLINS WOMEN'S CLINIC, P.C. 401(K) PLAN

Name: FORT COLLINS WOMENS CLINIC, P.C. - FORT COLLINS WOMEN'S CLINIC, P.C. 401(K) PLAN (2024) Form 5500
Creator: FORT COLLINS WOMENS CLINIC, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FORT COLLINS WOMEN'S CLINIC, P.C. 401(K) PLAN, FORT COLLINS WOMENS CLINIC, P.C.

FORT COLLINS WOMENS CLINIC, P.C.EIN 84-0596245Plan #001PY 2024

1107 S. LEMAY AVENUE, SUITE 300 - FORT COLLINS, CO 80524970-493-7442womensclinicnoco.comLinkedIn11-50 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$22.5M

+2.7% from 2023

Total participants

133

-8.3% from 2023

Average account balance

$170,473

+12.8% from 2023

Annual return

12.08%

-2.23 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

$22.50M

Not enough data

1 years with asset history on file

Average account balance

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

$170K

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.

132

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.

99.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.58M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+12.08%

Not enough data

1 years with return on file

Admin fee / account holder

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

$136

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 5 by compensation

Provider	Service type	Compensation
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RPS, INC. Service code 64 · EIN 52-1309931	Recordkeeping Fees	$13,020
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$2,959
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$2,038
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INSURANCE SERVICES Service code 55 1 NEW YORK PLAZA, 12TH FLOOR · NEW YORK, NY 10004	Other Commissions	$0
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLAZA, 12TH FLOOR · NEW YORK, NY 10004	Other Commissions	$0

Plan features & details

Pension benefit codes2A2E2F2G2J2R2T3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
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

$18K

$168 / participant

Contract admin$18K100.0%

% of EOY assets

0.080%

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: BROCK AND COMPANY CPAS P.C.
Auditor EIN: 840930288
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$170,473

$55,470+207.3%

$155,556+9.6%

$74,478+128.9%

Participation rate

99.1%

61.9%+37.2pp

78.2%+20.8pp

67.2%+31.8pp

Annual return

12.08%

269.80%-257.7pp

64.84%-52.8pp

1370.56%-1358.5pp

Employer contribution / active EE

$7,109

$2,267+213.6%

$4,675+52.1%

$2,626+170.7%

Participant deferral / active EE

$7,620

$2,838+168.5%

$5,631+35.3%

$4,350+75.2%

Admin fee / account holder

$136

$1,744-92.2%

$15,885-99.1%

$1,946-93.0%

Provider

Service type

Compensation

T ROWE PRICE RPS INC1 year

Filed as: T. ROWE PRICE RPS, INC.

Service code 64 · EIN 52-1309931

Recordkeeping Fees

$13,020

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Filed as: EMPOWER ADVISORY GROUP, LLC

Service code 28

8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$2,959

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Filed as: EMPOWER ANNUITY INS CO OF AMERICA

Service code 64

8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$2,038

MORGAN STANLEY SMITH BARNEY2 years

Filed as: MORGAN STANLEY INSURANCE SERVICES

Service code 55

1 NEW YORK PLAZA, 12TH FLOOR · NEW YORK, NY 10004

Other Commissions

MORGAN STANLEY SMITH BARNEY2 years

Filed as: MORGAN STANLEY SMITH BARNEY LLC

Service code 55

1 NEW YORK PLAZA, 12TH FLOOR · NEW YORK, NY 10004

Other Commissions

FORT COLLINS WOMEN'S CLINIC, P.C. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FORT COLLINS WOMEN'S CLINIC, P.C. 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