Retirement plan

SAN DIEGO DIAGNOSTIC RADIOLOGY MEDICAL GROUP, INC. PROFIT SHARING AND SAVINGS PLAN

Name: SAN DIEGO DIAGNOSTIC RADIOLOGY MEDICAL GROUP, INC. - SAN DIEGO DIAGNOSTIC RADIOLOGY MEDICAL GROUP, INC. PROFIT SHARING AND SAVINGS PLAN (2023) Form 5500
Creator: SAN DIEGO DIAGNOSTIC RADIOLOGY MEDICAL GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SAN DIEGO DIAGNOSTIC RADIOLOGY MEDICAL GROUP, INC. PROFIT SHARING AND SAVINGS PLAN, SAN DIEGO DIAGNOSTIC RADIOLOGY MEDICAL GROUP, INC.

SAN DIEGO DIAGNOSTIC RADIOLOGY MEDICAL GROUP, INC.EIN 95-2669833Plan #002PY 2023

8745 AERO DRIVE, SUITE 200 - SAN DIEGO, CA 921931774858-244-0280LinkedIn1-10 employeeshospital & health care

Other plans on this EIN

1 filing

#003Retirement-$6.2M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$126.4M

+4.3% from 2022

Total participants

269

-5.3% from 2022

Average account balance

$511,694

+6.8% from 2022

Annual return

15.29%

+29.15 pp from 2022

Benchmarks

See 5,719 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,719 peers

Snapshot2023

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$116.34M

Not enough data

1 years with asset history on file

Average account balance

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

$546K

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.

213

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.

91.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.60M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$25K

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

-2.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$964

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.

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Service providers

Top 10 by compensation

Provider	Service type	Compensation
CORIENT PRIVATE WEALTH LLC1 year Service code 26 · EIN 88-0967642	Advisory (Participants)	$102,421
JACOBS LEVY EQUITY MANAGEMENT, INC.4 years Filed as: JACOBS & COMPANY LLC Service code 26 · EIN 94-3056301	Advisory (Participants)	$37,722
RG FINANCIAL LLC3 years Service code 26 · EIN 47-5419252	Advisory (Participants)	$20,527
CREATIVE PLANNING LLC2 years Service code 26 · EIN 43-1270780	Advisory (Participants)	$12,112
REBALANCE LLC5 years Service code 26 · EIN 45-2585894	Advisory (Participants)	$11,591
MISSION WEALTH MANAGEMENT LP4 years Service code 26 · EIN 82-3762916	Advisory (Participants)	$9,473
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833	Recordkeeping	$6,258
WEATHERLY ASSET MANAGEMENT1 year Filed as: WEATHERLY ASSET MANAGEMENT LP Service code 26 · EIN 33-0638187	Advisory (Participants)	$5,215
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO.,INC Service code 33 · EIN 94-1737782	Securities brokerage; Float revenue; ...	$941
CHARLES SCHWAB & CO., INC.1 year Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59	Shareholder Servicing	$0

Plan features & details

Pension benefit codes2A2E2F2G2J2R2T3D

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

2 tripped

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

$208K

$1284 / participant

Recordkeeping$5K2.3%
Investment mgmt$203K97.7%

% of EOY assets

0.165%

all-in expense ratio

Categories reported

2 / 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: GATTO, POPE, & WALWICK, LLP
Auditor EIN: 330371564
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$511,694

$61,272+735.1%

$149,673+241.9%

$71,457+616.1%

Participation rate

86.4%

62.5%+23.9pp

78.8%+7.7pp

67.9%+18.5pp

Annual return

15.29%

35.85%-20.6pp

134.42%-119.1pp

28.85%-13.6pp

Employer contribution / active EE

$21,682

$2,378+811.6%

$4,818+350.0%

$2,588+737.9%

Participant deferral / active EE

$7,743

$2,917+165.4%

$5,680+36.3%

$4,289+80.5%

Admin fee / account holder

$842

$1,261-33.2%

$13,210-93.6%

$1,587-46.9%

Provider

Service type

Compensation

CORIENT PRIVATE WEALTH LLC1 year

Service code 26 · EIN 88-0967642

Advisory (Participants)

$102,421

JACOBS LEVY EQUITY MANAGEMENT, INC.4 years

Filed as: JACOBS & COMPANY LLC

Service code 26 · EIN 94-3056301

Advisory (Participants)

$37,722

RG FINANCIAL LLC3 years

Service code 26 · EIN 47-5419252

Advisory (Participants)

$20,527

CREATIVE PLANNING LLC2 years

Service code 26 · EIN 43-1270780

Advisory (Participants)

$12,112

REBALANCE LLC5 years

Service code 26 · EIN 45-2585894

Advisory (Participants)

$11,591

MISSION WEALTH MANAGEMENT LP4 years

Service code 26 · EIN 82-3762916

Advisory (Participants)

$9,473

CHARLES SCHWAB & CO., INC.5 years

Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC

Service code 15 · EIN 34-1479833

Recordkeeping

$6,258

WEATHERLY ASSET MANAGEMENT1 year

Filed as: WEATHERLY ASSET MANAGEMENT LP

Service code 26 · EIN 33-0638187

Advisory (Participants)

$5,215

CHARLES SCHWAB & CO., INC.5 years

Filed as: CHARLES SCHWAB & CO.,INC

Service code 33 · EIN 94-1737782

Securities brokerage; Float revenue; ...

$941

CHARLES SCHWAB & CO., INC.1 year

Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL

Service code 59

Shareholder Servicing

SAN DIEGO DIAGNOSTIC RADIOLOGY MEDICAL GROUP, INC. PROFIT SHARING AND SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SAN DIEGO DIAGNOSTIC RADIOLOGY MEDICAL GROUP, INC. PROFIT SHARING AND 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