Retirement plan

ART-OF-FORM ARCHITECTURAL SERVICES, PLLC 401(K) PLAN

Name: ART-OF-FORM ARCHITECTURAL SERIVCES, PLLC - ART-OF-FORM ARCHITECTURAL SERVICES, PLLC 401(K) PLAN (2018) Form 5500
Creator: ART-OF-FORM ARCHITECTURAL SERIVCES, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ART-OF-FORM ARCHITECTURAL SERVICES, PLLC 401(K) PLAN, ART-OF-FORM ARCHITECTURAL SERIVCES, PLLC

ART-OF-FORM ARCHITECTURAL SERIVCES, PLLCEIN 20-4067276Plan #002PY 2018

159 BROADWAY - AMITYVILLE, NY 11701631-264-8191artofform.comLinkedIn11-50 employeesarchitecture & planning

Prospect flagsHigh feesLow employer contribution

How to read this page

Total assets (EOY)

$515K

-5.3% from 2017

Total participants

0.0% from 2017

Average account balance

$57,177

-5.3% from 2017

Annual return

-8.29%

-12.51 pp from 2017

Benchmarks

See 116,756 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort116,756 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$433K

Not enough data

1 years with asset history on file

Average account balance

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

$54K

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.

88.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$667

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

+5.43%

Not enough data

1 years with return on file

Admin fee / account holder

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

$562

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 codes2E2F2H2J

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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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

$61K

$7593 / participant

Other / not subdivided$61K100.0%

% of EOY assets

11.804%

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

$57,177

$138,076-58.6%

$123,553-53.7%

$135,380-57.8%

Participation rate

100.0%

84.7%+15.3pp

82.3%+17.7pp

82.6%+17.4pp

Annual return

-8.29%

153.70%-162.0pp

119.21%-127.5pp

519.81%-528.1pp

Employer contribution / active EE

-$675

$5,152-113.1%

$4,628-114.6%

$4,779-114.1%

Participant deferral / active EE

$7,888

$6,800+16.0%

$6,426+22.7%

$5,609+40.6%

Admin fee / account holder

$6,749

$10,917-38.2%

$9,284-27.3%

$10,828-37.7%

ART-OF-FORM ARCHITECTURAL SERVICES, PLLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ART-OF-FORM ARCHITECTURAL SERVICES, PLLC 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