Retirement plan

BLUMENTHAL SQUIRE & BLANCK 401(K) PROFIT SHARING

Name: BLUMENTHAL SQUIRE & BLANCK - BLUMENTHAL SQUIRE & BLANCK 401(K) PROFIT SHARING (2018) 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, BLUMENTHAL SQUIRE & BLANCK

BLUMENTHAL SQUIRE & BLANCKEIN 06-0973492Plan #001PY 2018

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

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$2.3M

-0.6% from 2017

Total participants

0.0% from 2017

Average account balance

$381,524

-0.6% from 2017

Annual return

-5.97%

-17.80 pp from 2017

Benchmarks

See 116,760 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort116,760 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.27M

Not enough data

1 years with asset history on file

Average account balance

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

$2.1M

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

$151K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$50K

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

+33.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$120

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 codes2J3B

Plan features

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

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

$1K

$291 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.051%

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

$381,524

$138,072+176.3%

$123,549+208.8%

$135,382+181.8%

Participation rate

100.0%

84.7%+15.3pp

82.3%+17.7pp

82.6%+17.4pp

Annual return

-5.97%

153.69%-159.7pp

119.20%-125.2pp

519.77%-525.7pp

Employer contribution / active EE

$11,437

$5,152+122.0%

$4,628+147.1%

$4,779+139.3%

Participant deferral / active EE

$19,730

$6,799+190.2%

$6,426+207.0%

$5,609+251.8%

Admin fee / account holder

$194

$10,917-98.2%

$9,284-97.9%

$10,829-98.2%

BLUMENTHAL SQUIRE & BLANCK 401(K) PROFIT SHARING

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BLUMENTHAL SQUIRE & BLANCK 401(K) PROFIT SHARING

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