Retirement plan

HOLZER & JESKO QUALITY EXTERIORS, L.L.C. 401(K) PROFIT SHARING PLAN

Name: HOLZER & JESKO QUALITY EXTERIORS, L.L.C. - HOLZER & JESKO QUALITY EXTERIORS, L.L.C. 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: HOLZER & JESKO QUALITY EXTERIORS, L.L.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HOLZER & JESKO QUALITY EXTERIORS, L.L.C. 401(K) PROFIT SHARING PLAN, HOLZER & JESKO QUALITY EXTERIORS, L.L.C.

HOLZER & JESKO QUALITY EXTERIORS, L.L.C.EIN 20-1643349Plan #001PY 2019

1901 WASHINGTON STREET - HEIDELBERG, PA 15106866-224-2353

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$154K

+35.0% from 2018

Total participants

+10.0% from 2018

Average account balance

$15,434

-5.5% from 2018

Annual return

20.54%

+21.82 pp from 2018

Benchmarks

See 40,726 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort40,726 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$202K

Not enough data

1 years with asset history on file

Average account balance

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

$40K

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

$24K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+18.02%

Not enough data

1 years with return on file

Admin fee / account holder

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

$76

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 codes2E2F2J2T3D3H

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.
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

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

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

$15,434

$107,368-85.6%

$92,915-83.4%

$152,909-89.9%

Participation rate

83.3%

79.8%+3.5pp

76.0%+7.3pp

82.5%+0.9pp

Annual return

20.54%

145.64%-125.1pp

109.45%-88.9pp

345.46%-324.9pp

Employer contribution / active EE

$887

$4,222-79.0%

$3,653-75.7%

$4,764-81.4%

Participant deferral / active EE

$1,869

$4,848-61.4%

$4,238-55.9%

$5,851-68.1%

Admin fee / account holder

$7,082-100.0%

$5,796-100.0%

$11,601-100.0%

HOLZER & JESKO QUALITY EXTERIORS, L.L.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

HOLZER & JESKO QUALITY EXTERIORS, L.L.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion