Retirement plan

E-HAZARD MANAGEMENT LLC 401(K) PLAN

Name: E-HAZARD MANAGEMENT, LLC - E-HAZARD MANAGEMENT LLC 401(K) PLAN (2021) Form 5500
Creator: E-HAZARD MANAGEMENT, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, E-HAZARD MANAGEMENT LLC 401(K) PLAN, E-HAZARD MANAGEMENT, LLC

E-HAZARD MANAGEMENT, LLCEIN 20-1582691Plan #002PY 2021

3018 EASTPOINT PARKWAY - LOUISVILLE, KY 40223502-716-7073LinkedIn1-10 employees

Prospect flagsLow assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$137K

No prior year

Total participants

No prior year

Average account balance

$9,148

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 15,329 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort15,329 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$953K

Not enough data

1 years with asset history on file

Average account balance

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

$48K

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

$260K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+18.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

$278

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 codes2F2G2J3D

Plan features

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.
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

2 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$2K

$151 / participant

Other / not subdivided$2K100.0%

% of EOY assets

1.543%

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

$9,148

$114,093-92.0%

$96,171-90.5%

$167,536-94.5%

Participation rate

92.9%

75.1%+17.8pp

68.4%+24.4pp

82.1%+10.7pp

Annual return

0.00%

190.00%-190.0pp

192.04%-192.0pp

478.82%-478.8pp

Employer contribution / active EE

$2,714

$3,429-20.9%

$2,799-3.0%

$4,839-43.9%

Participant deferral / active EE

$7,005

$5,197+34.8%

$4,350+61.0%

$6,342+10.5%

Admin fee / account holder

$141

$6,899-98.0%

$5,538-97.5%

$12,315-98.9%

E-HAZARD MANAGEMENT LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

E-HAZARD MANAGEMENT LLC 401(K) 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