Retirement plan

STUART DEAN CO., INC. RETIREMENT SAVINGS PLAN

Name: STUART DEAN COMPANY, INC. - STUART DEAN CO., INC. RETIREMENT SAVINGS PLAN (2023) Form 5500
Creator: STUART DEAN COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STUART DEAN CO., INC. RETIREMENT SAVINGS PLAN, STUART DEAN COMPANY, INC.

STUART DEAN COMPANY, INC.EIN 13-1354550Plan #003PY 2023

43-50 10TH STREET - NEW YORK, NY 11101212-273-6900stuartdean.comLinkedIn201-500 employeesfacilities services

Other plans on this EIN

3 filings

#002Retirement-$19.3M assets #004Retirement-$2.9M assets #001Retirement--

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.2M

+12.0% from 2022

Total participants

105

-16.0% from 2022

Average account balance

$48,580

+14.5% from 2022

Annual return

14.53%

+28.04 pp from 2022

Benchmarks

See 5,245 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants25-99

Cohort5,245 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.48M

Not enough data

1 years with asset history on file

Average account balance

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

$41K

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.

109

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.

138.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$265K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+10.84%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4457

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 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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$287K

$3632 / participant

Other / not subdivided$287K100.0%

% of EOY assets

6.789%

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

$48,580

$49,897-2.6%

$80,648-39.8%

$75,177-35.4%

Participation rate

77.2%

55.3%+21.9pp

67.0%+10.2pp

67.2%+10.0pp

Annual return

14.53%

34.68%-20.2pp

937.21%-922.7pp

160.75%-146.2pp

Employer contribution / active EE

$1,005

$1,699-40.9%

$2,724-63.1%

$2,671-62.4%

Participant deferral / active EE

$1,266

$2,992-57.7%

$4,443-71.5%

$4,126-69.3%

Admin fee / account holder

$3,298

$3,579-7.8%

$5,382-38.7%

$5,651-41.6%

STUART DEAN CO., INC. RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STUART DEAN CO., INC. RETIREMENT SAVINGS 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