Retirement plan

GARDNER 401(K) PLAN FOR UAPD REPRESENTED EMPLOYEES

Name: GARDNER FAMILY HEALTH NETWORK, INC. - GARDNER 401(K) PLAN FOR UAPD REPRESENTED EMPLOYEES (2019) Form 5500
Creator: GARDNER FAMILY HEALTH NETWORK, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GARDNER 401(K) PLAN FOR UAPD REPRESENTED EMPLOYEES, GARDNER FAMILY HEALTH NETWORK, INC.

GARDNER FAMILY HEALTH NETWORK, INC.EIN 94-1743078Plan #007PY 2019

160 EAST VIRGINIA STREET SUITE 100 - SAN JOSE, CA 95112408-935-3906homelessproject.comLinkedIn51-200 employeeshospital & health care

Other plans on this EIN

3 filings

#004Retirement-$18.0M assets #006Retirement-$5.9M assets #005Retirement-$4.1M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$12M

+25.6% from 2018

Total participants

+7.1% from 2018

Average account balance

$161,683

+17.1% from 2018

Annual return

19.91%

+23.92 pp from 2018

Benchmarks

See 18,455 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,455 peers

Snapshot2019

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$20.82M

Not enough data

1 years with asset history on file

Average account balance

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

$189K

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.

110

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.

146.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.23M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+14.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2888

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

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

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

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

$139K

$2725 / participant

Other / not subdivided$139K100.0%

% of EOY assets

1.162%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$161,683

$85,202+89.8%

$172,739-6.4%

$72,985+121.5%

Participation rate

98.0%

70.1%+28.0pp

82.6%+15.4pp

69.5%+28.6pp

Annual return

19.91%

27.32%-7.4pp

802.84%-782.9pp

81.00%-61.1pp

Employer contribution / active EE

$1,338

$3,324-59.8%

$5,143-74.0%

$2,440-45.2%

Participant deferral / active EE

$10,586

$3,260+224.7%

$5,198+103.7%

$3,607+193.4%

Admin fee / account holder

$1,878

$5,884-68.1%

$13,954-86.5%

$5,124-63.4%

GARDNER 401(K) PLAN FOR UAPD REPRESENTED EMPLOYEES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GARDNER 401(K) PLAN FOR UAPD REPRESENTED EMPLOYEES

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