Retirement plan

HERITAGE LAWN & LANDSCAPE CARE, INC. RETIREMENT PLAN

Name: HERITAGE LAWN & LANDSCAPE CARE, INC . - HERITAGE LAWN & LANDSCAPE CARE, INC. RETIREMENT PLAN (2017) Form 5500
Creator: HERITAGE LAWN & LANDSCAPE CARE, INC .
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HERITAGE LAWN & LANDSCAPE CARE, INC. RETIREMENT PLAN, HERITAGE LAWN & LANDSCAPE CARE, INC .

HERITAGE LAWN & LANDSCAPE CARE, INC .EIN 01-0577665Plan #001PY 2017

4741 BIESECKER RD - THOMASVILLE, PA 173649615717-292-9994heritagelawn.netLinkedIn11-50 employeesfacilities services

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.2M

+31.4% from 2016

Total participants

+17.9% from 2016

Average account balance

$32,727

+13.7% from 2016

Annual return

19.53%

+9.81 pp from 2016

Benchmarks

See 3,723 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants25-99

Cohort3,723 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.70M

Not enough data

1 years with asset history on file

Average account balance

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

$46K

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.

131.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$163K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+15.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4675

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 codes2E2F2G2J3D

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.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$9K

$221 / participant

Other / not subdivided$9K100.0%

% of EOY assets

0.711%

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

$32,727

$47,848-31.6%

$81,473-59.8%

$70,126-53.3%

Participation rate

76.9%

58.3%+18.6pp

68.0%+9.0pp

69.5%+7.4pp

Annual return

19.53%

27.25%-7.7pp

38.78%-19.3pp

73.15%-53.6pp

Employer contribution / active EE

$1,487

$1,527-2.6%

$2,568-42.1%

$2,343-36.5%

Participant deferral / active EE

$1,544

$2,453-37.1%

$3,537-56.4%

$3,332-53.7%

Admin fee / account holder

$233

$3,145-92.6%

$4,561-94.9%

$4,645-95.0%

HERITAGE LAWN & LANDSCAPE CARE, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HERITAGE LAWN & LANDSCAPE CARE, INC. RETIREMENT 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