Retirement plan

WHITE RIVER FAMILY CARE 401K PLAN

Name: WHITE RIVER FAMILY CARE LLC - WHITE RIVER FAMILY CARE 401K PLAN (2023) Form 5500
Creator: WHITE RIVER FAMILY CARE LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WHITE RIVER FAMILY CARE 401K PLAN, WHITE RIVER FAMILY CARE LLC

WHITE RIVER FAMILY CARE LLCEIN 91-2078595Plan #002PY 2023

305 N RIVER AVE - BUCKLEY, WA 983218978360-829-5366whiteriverfamilycare.comLinkedIn11-50 employeesmedical practice

Other plans on this EIN

1 filing

#001Retirement-$1.9M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$803K

+5.9% from 2022

Total participants

0.0% from 2022

Average account balance

$73,036

+5.9% from 2022

Annual return

16.95%

+35.17 pp from 2022

Benchmarks

See 107,994 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort107,994 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.01M

Not enough data

1 years with asset history on file

Average account balance

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

$101K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$60K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+10.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$34330

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 codes2E2G2J3D

Plan features

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.
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

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$142K

$15753 / participant

Other / not subdivided$142K100.0%

% of EOY assets

17.648%

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

$73,036

$175,231-58.3%

$149,696-51.2%

$139,466-47.6%

Participation rate

100.0%

83.4%+16.6pp

78.8%+21.2pp

80.3%+19.7pp

Annual return

16.95%

166.77%-149.8pp

134.46%-117.5pp

373.66%-356.7pp

Employer contribution / active EE

$2,550

$5,478-53.4%

$4,821-47.1%

$4,754-46.4%

Participant deferral / active EE

$3,898

$6,521-40.2%

$5,682-31.4%

$6,712-41.9%

Admin fee / account holder

$12,889

$16,155-20.2%

$13,212-2.4%

$11,409+13.0%

WHITE RIVER FAMILY CARE 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WHITE RIVER FAMILY CARE 401K 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