Retirement plan

ENKI HEALTH SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST

Name: ENKI HEALTH SERVICES INC - ENKI HEALTH SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST (2024) Form 5500
Creator: ENKI HEALTH SERVICES INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ENKI HEALTH SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST, ENKI HEALTH SERVICES INC

ENKI HEALTH SERVICES INCEIN 95-3380634Plan #002PY 2024

150 E OLIVE AVE - STE 203 - BURBANK, CA 915021849818-973-4899ehrs.comLinkedIn201-500 employeesmental health care

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$21.8M

+20.6% from 2023

Total participants

420

+4.5% from 2023

Average account balance

$60,881

+14.5% from 2023

Annual return

12.62%

+0.37 pp from 2023

Benchmarks

See 4,124 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort4,124 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$21.80M

Not enough data

1 years with asset history on file

Average account balance

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

$61K

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.

358

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.

76.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.24M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+12.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15

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

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
CHARLES SCHWAB & CO., INC.1 year Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833	Recordkeeping	$5,374

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$5K

$20 / participant

Recordkeeping$5K99.2%
Investment mgmt$450.8%

% of EOY assets

0.025%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: GURSEY SCHNEIDER LLP
Auditor EIN: 953309779
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$60,881

$50,860+19.7%

$155,574-60.9%

$77,714-21.7%

Participation rate

76.6%

63.1%+13.5pp

78.2%-1.6pp

70.6%+6.0pp

Annual return

12.62%

34.86%-22.2pp

64.87%-52.2pp

31.26%-18.6pp

Employer contribution / active EE

$5,548

$1,991+178.7%

$4,676+18.7%

$2,727+103.5%

Participant deferral / active EE

$2,896

$2,825+2.5%

$5,629-48.5%

$4,649-37.7%

Admin fee / account holder

$15

$436-96.6%

$15,914-99.9%

$433-96.5%

Provider

Service type

Compensation

CHARLES SCHWAB & CO., INC.1 year

Filed as: SCHWAB RETIREMENT PLAN SERVICES INC

Service code 15 · EIN 34-1479833

Recordkeeping

$5,374

ENKI HEALTH SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ENKI HEALTH SERVICES INC 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