Retirement plan

DE MEOLA ZAWACKI MINGIONE & CO LLC SAFE HARBOR 401 (K) PLAN

Name: DE MEOLA ZAWACKI MINGIONE & CO LLC - DE MEOLA ZAWACKI MINGIONE & CO LLC SAFE HARBOR 401 (K) PLAN (2024) Form 5500
Creator: DE MEOLA ZAWACKI MINGIONE & CO LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DE MEOLA ZAWACKI MINGIONE & CO LLC SAFE HARBOR 401 (K) PLAN, DE MEOLA ZAWACKI MINGIONE & CO LLC

DE MEOLA ZAWACKI MINGIONE & CO LLCEIN 20-3164128Plan #001PY 2024

33 SICOMAC ROAD, SUITE 301 - NORTH HALEDON, NJ 075082954973-221-9990LinkedIn1-10 employeesaccounting

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$498K

+7.5% from 2023

Total participants

0.0% from 2023

Average account balance

$166,153

+7.5% from 2023

Annual return

12.78%

-6.63 pp from 2023

Benchmarks

See 144,092 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort144,092 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$498K

Not enough data

1 years with asset history on file

Average account balance

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

$166K

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

$87K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$29K

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

+12.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$37375

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 codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

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

$112K

$37375 / participant

Other / not subdivided$112K100.0%

% of EOY assets

22.494%

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

$166,153

$159,934+3.9%

$147,005+13.0%

$145,959+13.8%

Participation rate

100.0%

84.0%+16.0pp

82.2%+17.8pp

80.3%+19.7pp

Annual return

12.78%

98.24%-85.5pp

418.76%-406.0pp

561.95%-549.2pp

Employer contribution / active EE

$4,595

$5,287-13.1%

$4,934-6.9%

$4,661-1.4%

Participant deferral / active EE

$24,546

$8,427+191.3%

$8,070+204.2%

$6,689+267.0%

Admin fee / account holder

$37,375

$15,053+148.3%

$13,006+187.4%

$13,398+179.0%

DE MEOLA ZAWACKI MINGIONE & CO LLC SAFE HARBOR 401 (K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DE MEOLA ZAWACKI MINGIONE & CO LLC SAFE HARBOR 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