Retirement plan

ARTHUR F. WHITE FUNERAL HOME, INC. 401(K) PROFIT SHARING PLAN

Name: ARTHUR F. WHITE FUNERAL HOME, INC. - ARTHUR F. WHITE FUNERAL HOME, INC. 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: ARTHUR F. WHITE FUNERAL HOME, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARTHUR F. WHITE FUNERAL HOME, INC. 401(K) PROFIT SHARING PLAN, ARTHUR F. WHITE FUNERAL HOME, INC.

ARTHUR F. WHITE FUNERAL HOME, INC.EIN 11-2508743Plan #001PY 2015

315 CONKLIN STREET - FARMINGDALE, NY 11735516-249-0336arthurwhitefuneralhome.comLinkedIn1-10 employeesconsumer services

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$1.1M

No prior year

Total participants

No prior year

Average account balance

$352,962

No prior year

Annual return

5.05%

No prior year

Benchmarks

See 26,342 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort26,342 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.00M

Not enough data

1 years with asset history on file

Average account balance

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

$334K

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

+3.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

$161

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$1K

$346 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.131%

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

$352,962

$84,697+316.7%

$73,845+378.0%

$125,393+181.5%

Participation rate

75.0%

76.8%-1.8pp

73.4%+1.6pp

83.2%-8.2pp

Annual return

5.05%

3123.66%-3118.6pp

2267.91%-2262.9pp

282.23%-277.2pp

Employer contribution / active EE

$20,000

$3,123+540.3%

$2,788+617.5%

$4,866+311.0%

Participant deferral / active EE

$11,800

$3,993+195.5%

$3,583+229.3%

$5,351+120.5%

Admin fee / account holder

$461

$5,692-91.9%

$4,881-90.5%

$9,541-95.2%

ARTHUR F. WHITE FUNERAL HOME, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ARTHUR F. WHITE FUNERAL HOME, INC. 401(K) PROFIT SHARING 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