Retirement plan

THE HADDAD ORGANIZATION, LTD. 401(K) PROFIT SHARING PLAN

Name: THE HADDAD ORGANIZATION, LTD. - THE HADDAD ORGANIZATION, LTD. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: THE HADDAD ORGANIZATION, LTD.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE HADDAD ORGANIZATION, LTD. 401(K) PROFIT SHARING PLAN, THE HADDAD ORGANIZATION, LTD.

THE HADDAD ORGANIZATION, LTD.EIN 13-2856820Plan #002PY 2017

131 DOCKS CORNER - DAYTON, NJ 08810201-356-2000LinkedIn201-500 employeescomputer software

Prospect flagsLow returnsFailed to transmit contributions

How to read this page

Total assets (EOY)

$27.5M

+17.1% from 2016

Total participants

445

-7.5% from 2016

Average account balance

$65,393

+34.1% from 2016

Annual return

14.05%

+7.22 pp from 2016

Benchmarks

See 1,232 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants250-999

Cohort1,232 peers

Snapshot2017

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

$58.17M

Not enough data

1 years with asset history on file

Average account balance

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

$61K

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.

957

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

$4.73M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+15.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$172

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Service providers

Top 3 by compensation

Provider	Service type	Compensation
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754	Recordkeeping	$0
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST CO Service code 65 211 MAIN STREET · SAN FRANCISCO, CA 941051901	Account Maintenance	$0
E.R.I.S.A., INC.2 years Service code 99 · EIN 36-3180571 5215 OLD ORCHARD RD, SUITE 1200 · SKOKIE, IL 60077	Other Fees	$0

Plan features & details

Pension benefit codes2A2E2F2G2J2T3D3H

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$122K

$482 / participant

Contract admin$122K99.8%
Other / not subdivided$3000.2%

% of EOY assets

0.444%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: FRIEDMAN LLP
Auditor EIN: 131610809
Audit fees: (not subdivided)
Opinion code: Disclaimer

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$65,393

$71,666-8.8%

$117,854-44.5%

$69,631-6.1%

Participation rate

90.1%

77.5%+12.6pp

79.7%+10.5pp

70.7%+19.4pp

Annual return

14.05%

18.86%-4.8pp

335.08%-321.0pp

27571.02%-27557.0pp

Employer contribution / active EE

$2,886

$1,889+52.8%

$3,786-23.8%

$2,032+42.0%

Participant deferral / active EE

$3,682

$3,340+10.3%

$4,482-17.8%

$3,224+14.2%

Admin fee / account holder

$290

$120+141.4%

$8,020-96.4%

$110+163.0%

Provider

Service type

Compensation

ASCENSUS LLC2 years

Filed as: ASCENSUS

Service code 15 · EIN 11-3665754

Recordkeeping

CHARLES SCHWAB & CO., INC.2 years

Filed as: CHARLES SCHWAB TRUST CO

Service code 65

211 MAIN STREET · SAN FRANCISCO, CA 941051901

Account Maintenance

E.R.I.S.A., INC.2 years

Service code 99 · EIN 36-3180571

5215 OLD ORCHARD RD, SUITE 1200 · SKOKIE, IL 60077

Other Fees

THE HADDAD ORGANIZATION, LTD. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE HADDAD ORGANIZATION, LTD. 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