Retirement plan

D & B ENGINEERS AND ARCHITECTS, D.P.C. EMPLOYEES SAVINGS AND RETIREMENT PLAN

Name: D & B ENGINEERS AND ARCHITECTS, D.P.C. - D & B ENGINEERS AND ARCHITECTS, D.P.C. EMPLOYEES SAVINGS AND RETIREMENT PLAN (2024) Form 5500
Creator: D & B ENGINEERS AND ARCHITECTS, D.P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, D & B ENGINEERS AND ARCHITECTS, D.P.C. EMPLOYEES SAVINGS AND RETIREMENT PLAN, D & B ENGINEERS AND ARCHITECTS, D.P.C.

D & B ENGINEERS AND ARCHITECTS, D.P.C.EIN 11-2393559Plan #003PY 2024

330 CROSSWAYS PARK DRIVE - WOODBURY, NY 117972015516-364-9890

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$74.5M

+10.9% from 2023

Total participants

308

-4.3% from 2023

Average account balance

$249,021

+17.6% from 2023

Annual return

12.77%

-4.12 pp from 2023

Benchmarks

See 6,296 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort6,296 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$74.46M

Not enough data

1 years with asset history on file

Average account balance

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

$249K

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.

299

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.

94.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.46M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+12.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$102

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930	Recordkeeping	$30,575

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$31K

$177 / participant

Other / not subdivided$31K100.0%

% of EOY assets

0.041%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: TMI CPA, P.C.
Auditor EIN: 472426908
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$249,021

$101,499+145.3%

$147,005+69.4%

$74,546+234.1%

Participation rate

94.8%

75.5%+19.2pp

82.2%+12.6pp

67.2%+27.6pp

Annual return

12.77%

8732.34%-8719.6pp

418.76%-406.0pp

1366.03%-1353.3pp

Employer contribution / active EE

$4,280

$3,811+12.3%

$4,934-13.3%

$2,624+63.1%

Participant deferral / active EE

$9,998

$7,304+36.9%

$8,070+23.9%

$4,347+130.0%

Admin fee / account holder

$102

$1,748-94.2%

$13,006-99.2%

$1,944-94.8%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.10+ years

Service code 15 · EIN 23-1945930

Recordkeeping

$30,575

D & B ENGINEERS AND ARCHITECTS, D.P.C. EMPLOYEES SAVINGS AND RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

D & B ENGINEERS AND ARCHITECTS, D.P.C. EMPLOYEES SAVINGS AND RETIREMENT 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