Retirement plan

GARDNER 401(K) PLAN FOR UAPD REPRESENTED EMPLOYEES

Name: GARDNER FAMILY HEALTH NETWORK, INC. - GARDNER 401(K) PLAN FOR UAPD REPRESENTED EMPLOYEES (2020) 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 2020

160 EAST VIRGINIA STREET SUITE 100 - SAN JOSE, CA 95112408-938-2160homelessproject.comLinkedIn51-200 employeeshospital & health care

Other plans on this EIN

3 filings

#004Retirement-$21.4M assets #006Retirement-$6.6M assets #005Retirement-$4.5M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$13.1M

+9.3% from 2019

Total participants

+6.7% from 2019

Average account balance

$163,471

+1.1% from 2019

Annual return

14.43%

-5.47 pp from 2019

Benchmarks

See 18,640 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,640 peers

Snapshot2020

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

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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

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

$1.4M

$30534 / participant

Other / not subdivided$1M100.0%

% of EOY assets

10.974%

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

$163,471

$91,190+79.3%

$178,490-8.4%

$79,858+104.7%

Participation rate

100.0%

69.2%+30.8pp

81.9%+18.1pp

69.6%+30.4pp

Annual return

14.43%

24.19%-9.8pp

151.07%-136.6pp

31.71%-17.3pp

Employer contribution / active EE

$4,083

$3,256+25.4%

$5,011-18.5%

$2,471+65.2%

Participant deferral / active EE

$12,644

$3,236+290.7%

$5,202+143.1%

$3,740+238.1%

Admin fee / account holder

$17,939

$6,751+165.7%

$13,984+28.3%

$5,306+238.1%

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