Retirement plan

ALL ABOUT YOU 401(K) PLAN

Name: ALL ABOUT YOU COLLABORATIVE HOME CARE SERVICES, LLC - ALL ABOUT YOU 401(K) PLAN (2015) Form 5500
Creator: ALL ABOUT YOU COLLABORATIVE HOME CARE SERVICES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALL ABOUT YOU 401(K) PLAN, ALL ABOUT YOU COLLABORATIVE HOME CARE SERVICES, LLC

ALL ABOUT YOU COLLABORATIVE HOME CARE SERVICES, LLCEIN 06-1599315Plan #001PY 2015

21 CHURCH STREET, 2ND FLOOR - NAUGATUCK, CT 06770203-720-9383LinkedIn201-500 employeesmedical practice

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$3.4M

No prior year

Total participants

141

No prior year

Average account balance

$31,183

No prior year

Annual return

-0.05%

No prior year

Benchmarks

See 4,452 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort4,452 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.89M

Not enough data

1 years with asset history on file

Average account balance

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

$88K

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.

108.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$239K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+13.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9273

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

Top 5 by compensation

Provider	Service type	Compensation
CAMBRIDGE INVESTMENT RESEARCH1+ years Service code 55 · EIN 42-1445429	Other Commissions	$0
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT Service code 60	Sub-TA Fees	$0
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 60 · EIN 95-6817943	Sub-TA Fees	$0
ADP BROKER-DEALER1+ years Filed as: PENSION CONSULTANTS, INC. Service code 13 · EIN 06-1504963	Contract Administrator	$0
PENSION ASSURANCE LLP1+ years Filed as: PENSION CONSUTANTS, INC Service code 13	Contract Administrator	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2T3B3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

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

$6K

$47 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.178%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: SIMIONE MACCA & LARROW LLP
Auditor EIN: 061586075
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$31,183

$46,360-32.7%

$147,618-78.9%

$52,331-40.4%

Participation rate

74.0%

64.9%+9.1pp

84.6%-10.6pp

68.1%+5.9pp

Annual return

-0.05%

1.62%-1.7pp

61.98%-62.0pp

4.54%-4.6pp

Employer contribution / active EE

$1,930

$2,126-9.2%

$5,565-65.3%

$1,882+2.6%

Participant deferral / active EE

$3,382

$2,258+49.8%

$4,895-30.9%

$3,022+11.9%

Admin fee / account holder

$56

$766-92.7%

$11,612-99.5%

$592-90.6%

Provider

Service type

Compensation

CAMBRIDGE INVESTMENT RESEARCH1+ years

Service code 55 · EIN 42-1445429

Other Commissions

AMERICAN FUNDS1+ years

Filed as: CAPITAL RESEARCH & MANAGEMENT

Service code 60

Sub-TA Fees

AMERICAN FUNDS1+ years

Filed as: CAPITAL RESEARCH AND MANAGEMENT CO.

Service code 60 · EIN 95-6817943

Sub-TA Fees

ADP BROKER-DEALER1+ years

Filed as: PENSION CONSULTANTS, INC.

Service code 13 · EIN 06-1504963

Contract Administrator

PENSION ASSURANCE LLP1+ years

Filed as: PENSION CONSUTANTS, INC

Service code 13

Contract Administrator

ALL ABOUT YOU 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALL ABOUT YOU 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