Retirement plan

STUART DEAN CO., INC. COLLECTIVE BARGAINING SAVINGS PLAN

Name: STUART DEAN COMPANY, INC. - STUART DEAN CO., INC. COLLECTIVE BARGAINING 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. COLLECTIVE BARGAINING SAVINGS PLAN, STUART DEAN COMPANY, INC.

STUART DEAN COMPANY, INC.EIN 13-1354550Plan #004PY 2023

43-50 10TH STREET - LONG ISLAND CITY, NY 111010000347-294-6308stuartdean.comLinkedIn201-500 employeesfacilities services

Other plans on this EIN

3 filings

#002Retirement-$19.3M assets #003Retirement-$4.2M assets #001Retirement--

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.9M

+17.5% from 2022

Total participants

-36.6% from 2022

Average account balance

$54,070

+11.0% from 2022

Annual return

15.85%

+31.69 pp from 2022

Benchmarks

See 5,246 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants25-99

Cohort5,246 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.85M

Not enough data

1 years with asset history on file

Average account balance

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

$54K

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

$142K

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

+10.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10075

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

$91K

$2667 / participant

Other / not subdivided$91K100.0%

% of EOY assets

3.105%

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

$54,070

$49,896+8.4%

$80,627-32.9%

$75,173-28.1%

Participation rate

70.6%

55.3%+15.3pp

67.0%+3.6pp

67.2%+3.4pp

Annual return

15.85%

34.67%-18.8pp

936.76%-920.9pp

160.72%-144.9pp

Employer contribution / active EE

$2,512

$1,699+47.9%

$2,723-7.7%

$2,671-6.0%

Participant deferral / active EE

$1,282

$2,992-57.2%

$4,443-71.1%

$4,126-68.9%

Admin fee / account holder

$1,679

$3,578-53.1%

$5,381-68.8%

$5,651-70.3%

STUART DEAN CO., INC. COLLECTIVE BARGAINING SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STUART DEAN CO., INC. COLLECTIVE BARGAINING 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