Retirement plan

WINDWARD ORTHOPEDIC GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN

Name: WINDWARD ORTHOPEDIC GROUP, INC. - WINDWARD ORTHOPEDIC GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN (2024) Form 5500
Creator: WINDWARD ORTHOPEDIC GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WINDWARD ORTHOPEDIC GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN, WINDWARD ORTHOPEDIC GROUP, INC.

WINDWARD ORTHOPEDIC GROUP, INC.EIN 94-3289736Plan #001PY 2024

30 AULIKE STREET, SUITE 201 - KAILUA, HI 96734808-261-4658windortho.netLinkedIn1-10 employeesmedical practice

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$2.7M

+18.8% from 2023

Total participants

+4.0% from 2023

Average account balance

$102,792

+14.2% from 2023

Annual return

15.64%

+1.92 pp from 2023

Benchmarks

See 49,898 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort49,898 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.67M

Not enough data

1 years with asset history on file

Average account balance

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

$103K

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.

260.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$71K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+15.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$23

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 codes2E2F2H2J2R

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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$605

$61 / participant

Other / not subdivided$605100.0%

% of EOY assets

0.023%

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

$102,792

$88,778+15.8%

$81,844+25.6%

$145,884-29.5%

Participation rate

100.0%

75.1%+24.9pp

72.4%+27.6pp

80.3%+19.7pp

Annual return

15.64%

1033.03%-1017.4pp

778.87%-763.2pp

551.85%-536.2pp

Employer contribution / active EE

$4,158

$3,087+34.7%

$2,916+42.6%

$4,662-10.8%

Participant deferral / active EE

$2,940

$4,648-36.8%

$4,323-32.0%

$6,690-56.1%

Admin fee / account holder

$23

$8,430-99.7%

$7,355-99.7%

$13,392-99.8%

WINDWARD ORTHOPEDIC GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WINDWARD ORTHOPEDIC GROUP, INC. 401(K) RETIREMENT SAVINGS 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