Retirement plan

SWC PEDIATRICS 401(K) PLAN

Name: SIMON WILLIAMSON CLINIC PEDIATRICS, P.C. - SWC PEDIATRICS 401(K) PLAN (2025) Form 5500
Creator: SIMON WILLIAMSON CLINIC PEDIATRICS, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SWC PEDIATRICS 401(K) PLAN, SIMON WILLIAMSON CLINIC PEDIATRICS, P.C.

SIMON WILLIAMSON CLINIC PEDIATRICS, P.C.EIN 92-1184350Plan #001PY 2025

832 PRINCETON AVE. SWC, SUITE 100 - BIRMINGHAM, AL 35211205-206-8480

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.3M

+30.2% from 2024

Total participants

+14.3% from 2024

Average account balance

$89,033

+12.8% from 2024

Annual return

18.91%

+2.39 pp from 2024

Benchmarks

See 66,971 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort66,971 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.34M

Not enough data

1 years with asset history on file

Average account balance

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

$89K

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

$117K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+18.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$82

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 codes2E2J2F2G3D

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.
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

$1K

$102 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.092%

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

$89,033

$174,379-48.9%

$152,093-41.5%

$138,895-35.9%

Participation rate

91.7%

81.6%+10.0pp

77.8%+13.9pp

79.9%+11.7pp

Annual return

18.91%

74.86%-55.9pp

66.36%-47.4pp

145.39%-126.5pp

Employer contribution / active EE

$1,958

$4,652-57.9%

$4,175-53.1%

$4,194-53.3%

Participant deferral / active EE

$7,792

$6,159+26.5%

$5,451+42.9%

$6,396+21.8%

Admin fee / account holder

$82

$16,880-99.5%

$14,497-99.4%

$12,562-99.4%

SWC PEDIATRICS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SWC PEDIATRICS 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