Retirement plan

SLOCUM ORTHOPEDICS, P.C. 401(K) PROFIT SHARING PLAN

Name: SLOCUM ORTHOPEDICS, P.C. - SLOCUM ORTHOPEDICS, P.C. 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: SLOCUM ORTHOPEDICS, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SLOCUM ORTHOPEDICS, P.C. 401(K) PROFIT SHARING PLAN, SLOCUM ORTHOPEDICS, P.C.

SLOCUM ORTHOPEDICS, P.C.EIN 93-0603212Plan #001PY 2024

55 COBURG ROAD - EUGENE, OR 97401541-485-8111

Other plans on this EIN

1 filing

#002Retirement-$1.4M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$73.6M

+9.0% from 2023

Total participants

457

+3.4% from 2023

Average account balance

$160,987

+5.0% from 2023

Annual return

9.75%

-4.91 pp from 2023

Benchmarks

See 4,141 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort4,141 peers

Snapshot2024

See peer percentile detail. $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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Analytics

Total assets (EOY)

Plan-year ending balance

$73.57M

Not enough data

1 years with asset history on file

Average account balance

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

$161K

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.

457

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

$4.67M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+9.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

$292

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 10-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.

Start for $4.99 See plans

Service providers

Top 6 by compensation

Provider	Service type	Compensation
PRIME PENSIONS NORTHWEST, LLC3 years Service code 49 · EIN 87-3599091 1600 VALLEY RIVER DRIVE · EUGENE, OR 97401	Other Services	$34,756
NORTHWEST PLAN SERVICES, INC.8 years Filed as: NORTHWEST PLAN SERVICES Service code 13 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106	Contract Administrator	$31,653
ZUNA, LLC1 year Filed as: ZUNA LLC Service code 27 · EIN 84-3327266 3903 S KELLY AVE · PORTLAND, OR 97239	Advisory (Plan)	$30,708
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259	Securities Custodian	$20,725
RVK, INC.1 year Filed as: R.V. KUHNS & ASSOCIATES, INC. Service code 27 · EIN 93-0910652 1211 SW 5TH AVENUE, SUITE 900 · PORTLAND, OR 97204	Advisory (Plan)	$14,536
CHARLES SCHWAB & CO., INC.5 years Service code 59 · EIN 94-1737782	Shareholder Servicing	$0

Plan features & details

Pension benefit codes2A2E2F2G2J2S2T3D3H

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.
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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$133K

$429 / participant

Investment mgmt$45K33.9%
Legal$1K0.8%
Contract admin$52K39.2%
Other / not subdivided$35K26.0%

% of EOY assets

0.181%

all-in expense ratio

Categories reported

3 / 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: CBIZ CPAS P.C.
Auditor EIN: 431947695
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$160,987

$50,815+216.8%

$155,509+3.5%

$77,643+107.3%

Participation rate

100.0%

63.1%+36.9pp

78.2%+21.8pp

70.6%+29.4pp

Annual return

9.75%

34.80%-25.1pp

64.67%-54.9pp

31.24%-21.5pp

Employer contribution / active EE

$8,402

$1,993+321.7%

$4,672+79.8%

$2,726+208.2%

Participant deferral / active EE

$6,606

$2,822+134.1%

$5,626+17.4%

$4,647+42.1%

Admin fee / account holder

$292

$437-33.1%

$15,912-98.2%

$430-32.2%

Provider

Service type

Compensation

PRIME PENSIONS NORTHWEST, LLC3 years

Service code 49 · EIN 87-3599091

1600 VALLEY RIVER DRIVE · EUGENE, OR 97401

Other Services

$34,756

NORTHWEST PLAN SERVICES, INC.8 years

Filed as: NORTHWEST PLAN SERVICES

Service code 13 · EIN 91-2090931

4025 DELRIDGE WAY SW · SEATTLE, WA 98106

Contract Administrator

$31,653

ZUNA, LLC1 year

Filed as: ZUNA LLC

Service code 27 · EIN 84-3327266

3903 S KELLY AVE · PORTLAND, OR 97239

Advisory (Plan)

$30,708

CHARLES SCHWAB & CO., INC.5 years

Filed as: CHARLES SCHWAB TRUST BANK

Service code 19 · EIN 82-3967259

Securities Custodian

$20,725

RVK, INC.1 year

Filed as: R.V. KUHNS & ASSOCIATES, INC.

Service code 27 · EIN 93-0910652

1211 SW 5TH AVENUE, SUITE 900 · PORTLAND, OR 97204

Advisory (Plan)

$14,536

CHARLES SCHWAB & CO., INC.5 years

Service code 59 · EIN 94-1737782

Shareholder Servicing

SLOCUM ORTHOPEDICS, P.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SLOCUM ORTHOPEDICS, P.C. 401(K) 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