Retirement plan

DEBLASI FUNERAL SERVICES CORP 401(K) PROFIT SHARING PLAN & TRUST

Name: DEBLASI FUNERAL SERVICES CORP - DEBLASI FUNERAL SERVICES CORP 401(K) PROFIT SHARING PLAN & TRUST (2019) Form 5500
Creator: DEBLASI FUNERAL SERVICES CORP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DEBLASI FUNERAL SERVICES CORP 401(K) PROFIT SHARING PLAN & TRUST, DEBLASI FUNERAL SERVICES CORP

DEBLASI FUNERAL SERVICES CORPEIN 20-4532933Plan #001PY 2019

361 MAPLE PLACE - KEYPORT, NJ 07735732-264-1352LinkedIn1-10 employeesindividual & family services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$833K

+30.5% from 2018

Total participants

+20.0% from 2018

Average account balance

$166,653

+30.5% from 2018

Annual return

23.55%

+30.81 pp from 2018

Benchmarks

See 35,133 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort35,133 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.80M

Not enough data

1 years with asset history on file

Average account balance

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

$299K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$55K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+17.24%

Not enough data

1 years with return on file

Admin fee / account holder

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

$213

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 codes2E2G2J3D

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.
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

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

$4K

$953 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.457%

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

$166,653

$103,000+61.8%

$90,300+84.6%

$152,885+9.0%

Participation rate

75.0%

75.9%-0.9pp

73.3%+1.7pp

82.5%-7.5pp

Annual return

23.55%

95.19%-71.6pp

78.11%-54.6pp

345.39%-321.8pp

Employer contribution / active EE

$4,777

$3,138+52.2%

$2,854+67.4%

$4,763+0.3%

Participant deferral / active EE

$6,335

$4,281+48.0%

$3,884+63.1%

$5,851+8.3%

Admin fee / account holder

$762

$6,173-87.7%

$5,353-85.8%

$11,598-93.4%

DEBLASI FUNERAL SERVICES CORP 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DEBLASI FUNERAL SERVICES CORP 401(K) PROFIT SHARING PLAN & TRUST

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