Retirement plan

CRITICAL CARE & PULMONARY CONSULTANTS, PC, MONEY PURCHASE PENSION PLAN

Name: CRITICAL CARE & PULMONARY CONSULTANTS, P.C. - CRITICAL CARE & PULMONARY CONSULTANTS, PC, MONEY PURCHASE PENSION PLAN (2024) Form 5500
Creator: CRITICAL CARE & PULMONARY CONSULTANTS, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CRITICAL CARE & PULMONARY CONSULTANTS, PC, MONEY PURCHASE PENSION PLAN, CRITICAL CARE & PULMONARY CONSULTANTS, P.C.

CRITICAL CARE & PULMONARY CONSULTANTS, P.C.EIN 84-1325066Plan #002PY 2024

7100 E BELLEVIEW AVE, SUITE G10 - GREENWOOD VILLAGE, CO 80111303-745-0000ccpcmd.comLinkedIn51-200 employeesmedical practice

Other plans on this EIN

1 filing

#003Retirement-$22.3M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$28.2M

+20.8% from 2023

Total participants

123

+0.8% from 2023

Average account balance

$253,628

+18.7% from 2023

Annual return

12.11%

-4.55 pp from 2023

Benchmarks

See 6,019 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort6,019 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$28.15M

Not enough data

1 years with asset history on file

Average account balance

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

$254K

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.

111

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.

89.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.26M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+12.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2602

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 codes2C2E2G

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$289K

$2578 / participant

Other / not subdivided$289K100.0%

% of EOY assets

1.026%

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

$253,628

$55,472+357.2%

$155,567+63.0%

$74,546+240.2%

Participation rate

89.3%

61.9%+27.4pp

78.2%+11.1pp

67.2%+22.1pp

Annual return

12.11%

268.72%-256.6pp

64.74%-52.6pp

1366.03%-1353.9pp

Employer contribution / active EE

$20,207

$2,269+790.6%

$4,674+332.3%

$2,624+670.0%

Participant deferral / active EE

$2,838-100.0%

$5,628-100.0%

$4,347-100.0%

Admin fee / account holder

$2,602

$1,743+49.3%

$15,916-83.7%

$1,944+33.9%

CRITICAL CARE & PULMONARY CONSULTANTS, PC, MONEY PURCHASE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CRITICAL CARE & PULMONARY CONSULTANTS, PC, MONEY PURCHASE PENSION 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