Retirement plan

BIONDI & ROSENGRANT, L.L.C. 401(K) PROFIT SHARING PLAN

Name: BIONDI & ROSENGRANT, L.L.C. - BIONDI & ROSENGRANT, L.L.C. 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: BIONDI & ROSENGRANT, L.L.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BIONDI & ROSENGRANT, L.L.C. 401(K) PROFIT SHARING PLAN, BIONDI & ROSENGRANT, L.L.C.

BIONDI & ROSENGRANT, L.L.C.EIN 06-1413283Plan #001PY 2019

47 HOLMES AVE. - WATERBURY, CT 06710203-755-8822biondiandrosengrant.comLinkedIn1-10 employeesreal estate

Prospect flagsHigh assets / participantLow employer contribution

How to read this page

Total assets (EOY)

$1.5M

+18.7% from 2018

Total participants

0.0% from 2018

Average account balance

$515,794

+18.7% from 2018

Annual return

17.72%

+23.23 pp from 2018

Benchmarks

See 15,858 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort15,858 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.07M

Not enough data

1 years with asset history on file

Average account balance

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

$690K

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

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.36%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8363

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 codes2E2F2G2J2T3B3D

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

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$515,794

$226,090+128.1%

$182,531+182.6%

$152,885+237.4%

Participation rate

100.0%

82.5%+17.5pp

78.0%+22.0pp

82.5%+17.5pp

Annual return

17.72%

192.57%-174.8pp

148.57%-130.9pp

345.39%-327.7pp

Employer contribution / active EE

$247

$4,978-95.0%

$4,075-93.9%

$4,763-94.8%

Participant deferral / active EE

$4,139

$6,369-35.0%

$5,525-25.1%

$5,851-29.3%

Admin fee / account holder

$10,705-100.0%

$8,593-100.0%

$11,598-100.0%

BIONDI & ROSENGRANT, L.L.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BIONDI & ROSENGRANT, L.L.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion