Retirement plan

ASSURED INFORMATION SECURITY, INC. EMPLOYEES 401(K) PLAN

Name: ASSURED INFORMATION SECURITY, INC. - ASSURED INFORMATION SECURITY, INC. EMPLOYEES 401(K) PLAN (2022) Form 5500
Creator: ASSURED INFORMATION SECURITY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ASSURED INFORMATION SECURITY, INC. EMPLOYEES 401(K) PLAN, ASSURED INFORMATION SECURITY, INC.

ASSURED INFORMATION SECURITY, INC.EIN 04-3608903Plan #001PY 2022

153 BROOKS ROAD - ROME, NY 13441315-336-3306ainfosec.comLinkedIn201-500 employeesdefense & space

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$38.8M

-19.9% from 2021

Total participants

338

-11.7% from 2021

Average account balance

$117,989

-45.0% from 2021

Annual return

-12.95%

-30.22 pp from 2021

Benchmarks

See 5,991 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,991 peers

Snapshot2022

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$64.57M

Not enough data

1 years with asset history on file

Average account balance

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

$197K

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.

327

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.26M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

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

+18.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$96

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Service providers

Top 1 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL2 years Service code 37 · EIN 04-2647786	Loan Processing	$21,713

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

$23K

$118 / participant

Investment mgmt$1K5.2%
Other / not subdivided$22K94.8%

% of EOY assets

0.059%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: D ARCANGELO AND CO LLP
Auditor EIN: 132550103
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$117,989

$84,487+39.7%

$125,339-5.9%

$66,914+76.3%

Participation rate

95.4%

76.4%+19.0pp

82.4%+13.0pp

69.8%+25.6pp

Annual return

-12.95%

-8.39%-4.6pp

572.05%-585.0pp

1.58%-14.5pp

Employer contribution / active EE

$8,521

$3,553+139.8%

$4,814+77.0%

$2,544+234.9%

Participant deferral / active EE

$9,706

$6,781+43.1%

$7,446+30.4%

$4,237+129.1%

Admin fee / account holder

$70

$685-89.8%

$10,010-99.3%

$593-88.3%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL2 years

Service code 37 · EIN 04-2647786

Loan Processing

$21,713

ASSURED INFORMATION SECURITY, INC. EMPLOYEES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ASSURED INFORMATION SECURITY, INC. EMPLOYEES 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