Retirement plan

HOLLENBACH-OAKLEY, LLC 401(K) RETIREMENT SAVINGS PLAN

Name: HOLLENBACH-OAKLEY, LLC - HOLLENBACH-OAKLEY, LLC 401(K) RETIREMENT SAVINGS PLAN (2019) Form 5500
Creator: HOLLENBACH-OAKLEY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HOLLENBACH-OAKLEY, LLC 401(K) RETIREMENT SAVINGS PLAN, HOLLENBACH-OAKLEY, LLC

HOLLENBACH-OAKLEY, LLCEIN 06-1676076Plan #001PY 2019

13307 MAGISTERIAL DRIVE - LOUISVILLE, KY 40223502-253-1200

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$830K

+61.6% from 2018

Total participants

+17.6% from 2018

Average account balance

$43,706

+36.1% from 2018

Annual return

28.87%

+39.09 pp from 2018

Benchmarks

See 40,731 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort40,731 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.79M

Not enough data

1 years with asset history on file

Average account balance

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

$74K

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.

184.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$125K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+14.14%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2860

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 codes2E2J2F2G3D

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.
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.

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

$43,706

$107,363-59.3%

$92,909-53.0%

$152,897-71.4%

Participation rate

91.7%

79.8%+11.9pp

76.0%+15.7pp

82.5%+9.2pp

Annual return

28.87%

145.63%-116.8pp

109.44%-80.6pp

345.43%-316.6pp

Employer contribution / active EE

$2,919

$4,222-30.9%

$3,653-20.1%

$4,764-38.7%

Participant deferral / active EE

$11,098

$4,848+128.9%

$4,238+161.9%

$5,851+89.7%

Admin fee / account holder

$7,082-100.0%

$5,795-100.0%

$11,599-100.0%

HOLLENBACH-OAKLEY, LLC 401(K) RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

HOLLENBACH-OAKLEY, LLC 401(K) RETIREMENT SAVINGS 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