Retirement plan

ROBT. W. HALL CONSULTING ENGINEERS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Name: ROBT. W. HALL CONSULTING ENGINEERS, INC. - ROBT. W. HALL CONSULTING ENGINEERS, INC. 401(K) PROFIT SHARING PLAN AND TRUST (2023) Form 5500
Creator: ROBT. W. HALL CONSULTING ENGINEERS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROBT. W. HALL CONSULTING ENGINEERS, INC. 401(K) PROFIT SHARING PLAN AND TRUST, ROBT. W. HALL CONSULTING ENGINEERS, INC.

ROBT. W. HALL CONSULTING ENGINEERS, INC.EIN 04-2392628Plan #002PY 2023

540 MEADOW STREET EXTENSION - AGAWAM, MA 01001413-789-0960LinkedIn11-50 employeesarchitecture & planning

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$3.7M

+18.4% from 2022

Total participants

-6.3% from 2022

Average account balance

$246,253

+26.3% from 2022

Annual return

12.88%

+25.78 pp from 2022

Benchmarks

See 139,707 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort139,707 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.92M

Not enough data

1 years with asset history on file

Average account balance

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

$280K

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.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$174K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+10.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

$24607

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

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

$1K

$131 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.036%

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

$246,253

$148,629+65.7%

$135,982+81.1%

$139,487+76.5%

Participation rate

100.0%

83.9%+16.1pp

81.9%+18.1pp

80.3%+19.7pp

Annual return

12.88%

79.33%-66.4pp

68.32%-55.4pp

373.84%-361.0pp

Employer contribution / active EE

$3,194

$5,247-39.1%

$4,859-34.3%

$4,755-32.8%

Participant deferral / active EE

$14,047

$8,102+73.4%

$7,760+81.0%

$6,713+109.3%

Admin fee / account holder

$87

$12,406-99.3%

$10,767-99.2%

$11,407-99.2%

ROBT. W. HALL CONSULTING ENGINEERS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROBT. W. HALL CONSULTING ENGINEERS, INC. 401(K) PROFIT SHARING PLAN AND 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