Retirement plan

TRADE MARK DESIGN & BUILD 401 K PLAN

Name: TRADE MARK INTERIORS LLP WITH A DBA OF TRADE MARK DESIGN & BUILD - TRADE MARK DESIGN & BUILD 401 K PLAN (2022) Form 5500
Creator: TRADE MARK INTERIORS LLP WITH A DBA OF TRADE MARK DESIGN & BUILD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRADE MARK DESIGN & BUILD 401 K PLAN, TRADE MARK INTERIORS LLP WITH A DBA OF TRADE MARK DESIGN & BUILD

TRADE MARK INTERIORS LLP WITH A DBA OF TRADE MARK DESIGN & BUILDEIN 20-1949860Plan #001PY 2022

1114 GOFFLE ROAD, SUITE 201 - HAWTHORNE, NJ 07506973-636-0100

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$163K

-6.7% from 2021

Total participants

-33.3% from 2021

Average account balance

$54,304

+55.5% from 2021

Annual return

-17.47%

-25.76 pp from 2021

Benchmarks

See 48,287 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort48,287 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$230K

Not enough data

1 years with asset history on file

Average account balance

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

$77K

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

$13K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+11.61%

Not enough data

1 years with return on file

Admin fee / account holder

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

$248

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 codes2E2F2G2J2T3D

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).
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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$370

$93 / participant

Other / not subdivided$370100.0%

% of EOY assets

0.227%

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

$54,304

$134,001-59.5%

$112,258-51.6%

$134,509-59.6%

Participation rate

75.0%

78.6%-3.6pp

75.1%-0.1pp

81.2%-6.2pp

Annual return

-17.47%

47.15%-64.6pp

27.47%-44.9pp

418.13%-435.6pp

Employer contribution / active EE

$1,361

$4,039-66.3%

$3,636-62.6%

$4,741-71.3%

Participant deferral / active EE

$3,334

$5,291-37.0%

$4,728-29.5%

$6,400-47.9%

Admin fee / account holder

$123

$7,491-98.4%

$6,411-98.1%

$11,427-98.9%

TRADE MARK DESIGN & BUILD 401 K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRADE MARK DESIGN & BUILD 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