Retirement plan

ARROYO VISTA 401(K) PLAN

Name: ARROYO VISTA FAMILY HEALTH CENTER - ARROYO VISTA 401(K) PLAN (2024) Form 5500
Creator: ARROYO VISTA FAMILY HEALTH CENTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARROYO VISTA 401(K) PLAN, ARROYO VISTA FAMILY HEALTH CENTER

ARROYO VISTA FAMILY HEALTH CENTEREIN 95-3514918Plan #001PY 2024

6000 N FIGUEROA STREET - LOS ANGELES, CA 90042323-543-2521arroyovista.orgLinkedIn51-200 employeeshospital & health care

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$13.9M

+23.6% from 2023

Total participants

209

-0.9% from 2023

Average account balance

$71,467

+22.3% from 2023

Annual return

16.06%

+22.45 pp from 2023

Benchmarks

See 6,007 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort6,007 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$15.26M

Not enough data

1 years with asset history on file

Average account balance

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

$75K

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.

204

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.

84.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.01M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+6.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

$24

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 2 by compensation

Provider	Service type	Compensation
MORGAN STANLEY SMITH BARNEY8 years Service code 55 · EIN 26-4310632	Other Commissions	$28,948
FIDELITY INVESTMENTS INSTITUTIONAL8 years Service code 37 · EIN 04-2647786	Loan Processing	$5,196

Plan features & details

Pension benefit codes2J2T2E2G2F3D

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

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$5K

$33 / participant

Recordkeeping$5K100.0%

% of EOY assets

0.037%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: WEINBERG & COMPANY, P.A.
Auditor EIN: 650386288
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$71,467

$55,446+28.9%

$155,574-54.1%

$74,429-4.0%

Participation rate

90.5%

61.9%+28.6pp

78.2%+12.3pp

67.2%+23.3pp

Annual return

16.06%

269.20%-253.1pp

64.87%-48.8pp

1368.38%-1352.3pp

Employer contribution / active EE

$2,918

$2,266+28.8%

$4,676-37.6%

$2,625+11.2%

Participant deferral / active EE

$4,810

$2,836+69.6%

$5,629-14.6%

$4,348+10.6%

Admin fee / account holder

$27

$1,743-98.5%

$15,914-99.8%

$1,944-98.6%

Provider

Service type

Compensation

MORGAN STANLEY SMITH BARNEY8 years

Service code 55 · EIN 26-4310632

Other Commissions

$28,948

FIDELITY INVESTMENTS INSTITUTIONAL8 years

Service code 37 · EIN 04-2647786

Loan Processing

$5,196

ARROYO VISTA 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ARROYO VISTA 401(K) 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