Retirement plan

EDGERLY MANAGEMENT COMPANY, INC. 401(K) PROFIT SHARING PLAN

Name: EDGERLY MANAGEMENT COMPANY, INC. - EDGERLY MANAGEMENT COMPANY, INC. 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: EDGERLY MANAGEMENT COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EDGERLY MANAGEMENT COMPANY, INC. 401(K) PROFIT SHARING PLAN, EDGERLY MANAGEMENT COMPANY, INC.

EDGERLY MANAGEMENT COMPANY, INC.EIN 20-0347607Plan #001PY 2018

1 COMMERCE PARK DRIVE - WILTON, NY 128312239518-691-0424LinkedIn11-50 employeesconstruction

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$5.8M

+5.6% from 2017

Total participants

+3.8% from 2017

Average account balance

$214,827

+1.7% from 2017

Annual return

-2.43%

-18.10 pp from 2017

Benchmarks

See 38,940 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort38,940 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$11.13M

Not enough data

1 years with asset history on file

Average account balance

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

$484K

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.

230.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$264K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$26K

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

+11.17%

Not enough data

1 years with return on file

Admin fee / account holder

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

$35725

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 codes2E2F2J3B3D

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).
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$908

$41 / participant

Other / not subdivided$908100.0%

% of EOY assets

0.016%

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

$214,827

$97,732+119.8%

$83,831+156.3%

$135,380+58.7%

Participation rate

100.0%

80.0%+20.0pp

76.1%+23.9pp

82.6%+17.4pp

Annual return

-2.43%

1287.56%-1290.0pp

850.99%-853.4pp

519.81%-522.2pp

Employer contribution / active EE

$11,653

$4,222+176.0%

$3,631+220.9%

$4,779+143.8%

Participant deferral / active EE

$8,431

$4,683+80.0%

$4,082+106.5%

$5,609+50.3%

Admin fee / account holder

$34

$6,675-99.5%

$5,479-99.4%

$10,828-99.7%

EDGERLY MANAGEMENT COMPANY, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EDGERLY MANAGEMENT COMPANY, 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