Retirement plan

UNAC - UNION OF HEALTH CARE PR 401(K) PROFIT SHARING PLAN & TRUST

Name: UNAC - UNION OF HEALTH CARE PR - UNAC - UNION OF HEALTH CARE PR 401(K) PROFIT SHARING PLAN & TRUST (2025) Form 5500
Creator: UNAC - UNION OF HEALTH CARE PR
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UNAC - UNION OF HEALTH CARE PR 401(K) PROFIT SHARING PLAN & TRUST, UNAC - UNION OF HEALTH CARE PR

UNAC - UNION OF HEALTH CARE PREIN 95-2813102Plan #001PY 2025

13101 CROSSROADS PARKWAY SOUTH - CITY OF INDUSTRY, CA 91773909-599-8622

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$11.9M

+40.7% from 2024

Total participants

133

+14.7% from 2024

Average account balance

$89,236

+21.6% from 2024

Annual return

19.16%

+2.64 pp from 2024

Benchmarks

See 1,026 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,026 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$11.87M

Not enough data

1 years with asset history on file

Average account balance

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

$89K

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.

133

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.

112.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.32M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+19.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4026

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 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

$535K

$4538 / participant

Other / not subdivided$535K100.0%

% of EOY assets

4.512%

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

$89,236

$47,105+89.4%

$68,368+30.5%

$67,986+31.3%

Participation rate

100.0%

51.8%+48.2pp

73.8%+26.2pp

57.2%+42.8pp

Annual return

19.16%

48.37%-29.2pp

292.57%-273.4pp

31.67%-12.5pp

Employer contribution / active EE

$8,755

$1,859+371.0%

$2,649+230.5%

$2,019+333.7%

Participant deferral / active EE

$10,945

$2,374+361.0%

$4,123+165.5%

$3,358+225.9%

Admin fee / account holder

$4,026

$2,435+65.3%

$5,150-21.8%

$3,203+25.7%

UNAC - UNION OF HEALTH CARE PR 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UNAC - UNION OF HEALTH CARE PR 401(K) PROFIT SHARING PLAN & TRUST

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