Retirement plan

PEDIATRICS AT THE MEADOWS PC 401(K) PROFIT SHARING PLAN & TRUST

Name: PEDIATRICS AT THE MEADOWS PC - PEDIATRICS AT THE MEADOWS PC 401(K) PROFIT SHARING PLAN & TRUST (2024) Form 5500
Creator: PEDIATRICS AT THE MEADOWS PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PEDIATRICS AT THE MEADOWS PC 401(K) PROFIT SHARING PLAN & TRUST, PEDIATRICS AT THE MEADOWS PC

PEDIATRICS AT THE MEADOWS PCEIN 84-1503012Plan #001PY 2024

3911 AMBROSIA ST STE 100 - CASTLE ROCK, CO 801093887303-688-5226LinkedIn11-50 employees

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$749K

+112.0% from 2020

Total participants

-37.8% from 2020

Average account balance

$27,729

+143.4% from 2020

Annual return

11.60%

-0.19 pp from 2020

Benchmarks

See 109,389 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,389 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$647K

Not enough data

1 years with asset history on file

Average account balance

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

$26K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$71K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+10.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10345

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 codes2E2F2G2J2T3D

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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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

$31K

$1549 / participant

Other / not subdivided$31K100.0%

% of EOY assets

4.137%

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

$27,729

$183,592-84.9%

$155,574-82.2%

$145,877-81.0%

Participation rate

95.0%

82.7%+12.3pp

78.2%+16.8pp

80.3%+14.7pp

Annual return

11.60%

61.37%-49.8pp

64.87%-53.3pp

551.28%-539.7pp

Employer contribution / active EE

$1,828

$5,317-65.6%

$4,676-60.9%

$4,663-60.8%

Participant deferral / active EE

$3,316

$6,466-48.7%

$5,629-41.1%

$6,691-50.4%

Admin fee / account holder

$1,147

$19,316-94.1%

$15,914-92.8%

$13,402-91.4%

PEDIATRICS AT THE MEADOWS PC 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PEDIATRICS AT THE MEADOWS PC 401(K) PROFIT SHARING 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