Retirement plan

F. H. STICKLES & SON, INC PROFIT SHARING PLAN

Name: F.H. STICKLES & SON, INC. (PENSION) - F. H. STICKLES & SON, INC PROFIT SHARING PLAN (2020) Form 5500
Creator: F.H. STICKLES & SON, INC. (PENSION)
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, F. H. STICKLES & SON, INC PROFIT SHARING PLAN, F.H. STICKLES & SON, INC. (PENSION)

F.H. STICKLES & SON, INC. (PENSION)EIN 14-1510463Plan #001PY 2020

PO BOX 600 - LIVINGSTON, NY 12541518-851-9048

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.2M

-16.3% from 2019

Total participants

0.0% from 2019

Average account balance

$190,848

-16.3% from 2019

Annual return

12.95%

+0.91 pp from 2019

Benchmarks

See 1,752 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants<25

Cohort1,752 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.31M

Not enough data

1 years with asset history on file

Average account balance

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

$158K

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.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$105K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+20.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2318

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

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

$1.2M

$75556 / participant

Other / not subdivided$1M100.0%

% of EOY assets

37.261%

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

$190,848

$180,028+6.0%

$138,135+38.2%

$158,966+20.1%

Participation rate

100.0%

82.2%+17.8pp

78.7%+21.3pp

82.0%+18.0pp

Annual return

12.95%

21.68%-8.7pp

20.51%-7.6pp

302.95%-290.0pp

Employer contribution / active EE

$1,816

$7,470-75.7%

$5,587-67.5%

$4,762-61.9%

Participant deferral / active EE

$2,733

$7,717-64.6%

$6,431-57.5%

$5,983-54.3%

Admin fee / account holder

$71,111

$17,912+297.0%

$11,856+499.8%

$11,250+532.1%

F. H. STICKLES & SON, INC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

F. H. STICKLES & SON, INC 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