Retirement plan

BLUMENTHAL SQUIRE & BLANCK 401(K) PROFIT SHARING PLAN

Name: BLUMENTHAL SQUIRE & BLANCK - BLUMENTHAL SQUIRE & BLANCK 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: BLUMENTHAL SQUIRE & BLANCK
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BLUMENTHAL SQUIRE & BLANCK 401(K) PROFIT SHARING PLAN, BLUMENTHAL SQUIRE & BLANCK

BLUMENTHAL SQUIRE & BLANCKEIN 06-0973492Plan #001PY 2024

2494 WHITNEY AVENUE - HAMDEN, CT 06518203-230-3567LinkedIn11-50 employeesaccounting

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$4.6M

+26.3% from 2023

Total participants

0.0% from 2023

Average account balance

$1,531,035

+26.3% from 2023

Annual return

22.08%

-1.83 pp from 2023

Benchmarks

See 143,561 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort143,561 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.59M

Not enough data

1 years with asset history on file

Average account balance

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

$1.5M

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$152K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$51K

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

+22.08%

Not enough data

1 years with return on file

Admin fee / account holder

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

$47

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 codes2J2E

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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$141

$47 / participant

Other / not subdivided$141100.0%

% of EOY assets

0.003%

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

$1,531,035

$160,028+856.7%

$147,080+941.0%

$145,884+949.5%

Participation rate

100.0%

84.0%+16.0pp

82.2%+17.8pp

80.3%+19.7pp

Annual return

22.08%

98.60%-76.5pp

420.17%-398.1pp

551.85%-529.8pp

Employer contribution / active EE

$22,285

$5,286+321.6%

$4,933+351.7%

$4,662+378.0%

Participant deferral / active EE

$28,300

$8,422+236.0%

$8,066+250.8%

$6,690+323.0%

Admin fee / account holder

$47

$15,030-99.7%

$12,989-99.6%

$13,392-99.6%

BLUMENTHAL SQUIRE & BLANCK 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BLUMENTHAL SQUIRE & BLANCK 401(K) PROFIT SHARING 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