Retirement plan

MILLS PENINSULA EMERGENCY MEDICAL ASSOCIATES, INC. PROFIT SHARING PLAN

Name: MILLS PENINSULA EMERGENCY MEDICAL ASSOCIATES, INC. - MILLS PENINSULA EMERGENCY MEDICAL ASSOCIATES, INC. PROFIT SHARING PLAN (2025) Form 5500
Creator: MILLS PENINSULA EMERGENCY MEDICAL ASSOCIATES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MILLS PENINSULA EMERGENCY MEDICAL ASSOCIATES, INC. PROFIT SHARING PLAN, MILLS PENINSULA EMERGENCY MEDICAL ASSOCIATES, INC.

MILLS PENINSULA EMERGENCY MEDICAL ASSOCIATES, INC.EIN 94-3391400Plan #001PY 2025

1720 MARCO POLO WAY, SUITE I - BURLINGAME, CA 94010650-697-1051LinkedIn11-50 employeeshospital & health care

Prospect flagsHigh feesHigh assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$26.1M

-13.9% from 2024

Total participants

0.0% from 2024

Average account balance

$933,870

-13.9% from 2024

Annual return

15.81%

+0.82 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

$26.15M

Not enough data

1 years with asset history on file

Average account balance

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

$934K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.47M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$70K

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

+15.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

$377518

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 codes2E2F2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

3 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$10.6M

$503358 / participant

Other / not subdivided$11M100.0%

% of EOY assets

40.425%

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

$933,870

$174,379+435.5%

$152,093+514.0%

$138,895+572.4%

Participation rate

95.2%

81.6%+13.6pp

77.8%+17.5pp

79.9%+15.3pp

Annual return

15.81%

74.86%-59.1pp

66.36%-50.6pp

145.39%-129.6pp

Employer contribution / active EE

$68,922

$4,652+1381.6%

$4,175+1550.9%

$4,194+1543.3%

Participant deferral / active EE

$1,250

$6,159-79.7%

$5,451-77.1%

$6,396-80.5%

Admin fee / account holder

$377,518

$16,880+2136.5%

$14,497+2504.2%

$12,562+2905.2%

MILLS PENINSULA EMERGENCY MEDICAL ASSOCIATES, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MILLS PENINSULA EMERGENCY MEDICAL ASSOCIATES, INC. 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