Retirement plan

US FERTILITY HOLDINGS, LLC PROFIT SHARING PLAN

Name: US FERTILITY HOLDINGS, LLC - US FERTILITY HOLDINGS, LLC PROFIT SHARING PLAN (2024) Form 5500
Creator: US FERTILITY HOLDINGS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, US FERTILITY HOLDINGS, LLC PROFIT SHARING PLAN, US FERTILITY HOLDINGS, LLC

US FERTILITY HOLDINGS, LLCEIN 85-1687446Plan #001PY 2024

9600 BLACKWELL RD., SUITE 500 - ROCKVILLE, MD 20850301-363-0325

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$179.7M

+56.0% from 2023

Total participants

3,216

+28.9% from 2023

Average account balance

$55,870

+21.0% from 2023

Annual return

45.69%

+23.32 pp from 2023

Benchmarks

See 1,436 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants1,000-4,999

Cohort1,436 peers

Snapshot2024

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$224.78M

Not enough data

1 years with asset history on file

Average account balance

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

$65K

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.

3,449

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$25.82M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+19.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

$68

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

See the 6-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Service providers

Top 8 by compensation

Provider	Service type	Compensation
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290	Contract Administrator	$572,769
FRANK PENSION CONSULTANTS, LTD.5+ years Service code 13 · EIN 45-3569850	Contract Administrator	$100,474
MERCER4 years Service code 16 · EIN 13-2834414	Consulting	$61,350
FRANK PENSION CONSULTANTS, LTD.5+ years Filed as: FRANK PENSION CONSULTANTS LTD. Service code 13	Contract Administrator	$35,218
CASSELL PLAN AUDITS3 years Filed as: CASSELL PLAN AUDITS, INC Service code 49	Other Services	$13,500
LAWRENCE J. EISENBERG, P.C.3 years Filed as: LAWRENCE J., EISENBERG P.C. Service code 29	Legal	$7,020
CASSELL PLAN AUDITS4 years Filed as: CASSELL PLAN AUDITS, INC. Service code 49 · EIN 46-2966358	Other Services	$0
LAWRENCE J. EISENBERG, P.C.3 years Filed as: LAWRENCE J. EINSENBERG P.C. Service code 29 · EIN 46-1626846	Legal	$0

Plan features & details

Pension benefit codes2A2E2G3D2J2K2T2S

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.
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

$401K

$140 / participant

Contract admin$401K100.0%

% of EOY assets

0.223%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: CASSELL PLAN AUDITS, P.C.
Auditor EIN: 462966358
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$55,870

$53,136+5.1%

$155,509-64.1%

$199,593-72.0%

Participation rate

100.0%

64.1%+35.9pp

78.2%+21.8pp

72.0%+28.0pp

Annual return

45.69%

41.15%+4.5pp

64.67%-19.0pp

34.25%+11.4pp

Employer contribution / active EE

$2,432

$1,851+31.4%

$4,672-48.0%

$3,034-19.9%

Participant deferral / active EE

$5,308

$3,161+67.9%

$5,626-5.7%

$5,087+4.4%

Admin fee / account holder

$125

$185-32.8%

$15,912-99.2%

$269-53.7%

Provider

Service type

Compensation

PRINCIPAL LIFE INSURANCE COMPANY5+ years

Service code 13 · EIN 42-0127290

Contract Administrator

$572,769

FRANK PENSION CONSULTANTS, LTD.5+ years

Service code 13 · EIN 45-3569850

Contract Administrator

$100,474

MERCER4 years

Service code 16 · EIN 13-2834414

Consulting

$61,350

FRANK PENSION CONSULTANTS, LTD.5+ years

Filed as: FRANK PENSION CONSULTANTS LTD.

Service code 13

Contract Administrator

$35,218

CASSELL PLAN AUDITS3 years

Filed as: CASSELL PLAN AUDITS, INC

Service code 49

Other Services

$13,500

LAWRENCE J. EISENBERG, P.C.3 years

Filed as: LAWRENCE J., EISENBERG P.C.

Service code 29

Legal

$7,020

CASSELL PLAN AUDITS4 years

Filed as: CASSELL PLAN AUDITS, INC.

Service code 49 · EIN 46-2966358

Other Services

LAWRENCE J. EISENBERG, P.C.3 years

Filed as: LAWRENCE J. EINSENBERG P.C.

Service code 29 · EIN 46-1626846

Legal

US FERTILITY HOLDINGS, LLC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

US FERTILITY HOLDINGS, LLC PROFIT SHARING 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