Retirement plan

TAX SHELTERED ANNUITY PLAN FOR EMPLOYEES OF SILVERSTONE BY HUNT

Name: SILVERSTONE BY HUNT - TAX SHELTERED ANNUITY PLAN FOR EMPLOYEES OF SILVERSTONE BY HUNT (2024) Form 5500
Creator: SILVERSTONE BY HUNT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TAX SHELTERED ANNUITY PLAN FOR EMPLOYEES OF SILVERSTONE BY HUNT, SILVERSTONE BY HUNT

SILVERSTONE BY HUNTEIN 02-0518617Plan #002PY 2024

10 ALLDS STREET - NASHUA, NH 03060603-882-6511LinkedIn11-50 employeesindividual & family services

Prospect flagsLow returns

Top hat statement on fileNQDC

Filed May 9, 2008

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$6.3M

+10.6% from 2023

Total participants

176

0.0% from 2023

Average account balance

$40,536

+6.3% from 2023

Annual return

10.11%

-1.05 pp from 2023

Benchmarks

See 21,691 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort21,691 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.32M

Not enough data

1 years with asset history on file

Average account balance

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

$41K

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.

156

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.

79.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$474K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+10.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$178

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

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST COMPANY Service code 24 · EIN 62-0951563	Discretionary Trustee	$26,710
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 26 · EIN 74-1625348	Advisory (Participants)	$1,033

Plan features & details

Pension benefit codes2F2G2K2L3H

Plan features

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$28K

$286 / participant

Recordkeeping$28K100.0%

% of EOY assets

0.439%

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: CARON & BLETZER, PLLC
Auditor EIN: 043499945
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$40,536

$81,358-50.2%

$155,556-73.9%

$80,959-49.9%

Participation rate

79.4%

66.3%+13.1pp

78.2%+1.2pp

67.7%+11.7pp

Annual return

10.11%

33.39%-23.3pp

64.84%-54.7pp

35.67%-25.6pp

Employer contribution / active EE

$946

$3,106-69.6%

$4,675-79.8%

$2,757-65.7%

Participant deferral / active EE

$3,939

$3,455+14.0%

$5,631-30.0%

$4,300-8.4%

Admin fee / account holder

$178

$7,994-97.8%

$15,885-98.9%

$6,925-97.4%

Provider

Service type

Compensation

AMERICAN REALTY ADVISORS1 year

Filed as: AMERICAN TRUST COMPANY

Service code 24 · EIN 62-0951563

Discretionary Trustee

$26,710

VALIC RETIREMENT SERVICES COMPANY10+ years

Filed as: VARIABLE ANNUITY LIFE INSURANCE CO.

Service code 26 · EIN 74-1625348

Advisory (Participants)

$1,033

TAX SHELTERED ANNUITY PLAN FOR EMPLOYEES OF SILVERSTONE BY HUNT

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TAX SHELTERED ANNUITY PLAN FOR EMPLOYEES OF SILVERSTONE BY HUNT

Top hat statement on fileNQDC

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