Retirement plan

VINE HILL PARTNERS, LLC 401(K) PROFIT SHARING PLAN

Name: VINE HILL PARTNERS, LLC - VINE HILL PARTNERS, LLC 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: VINE HILL PARTNERS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VINE HILL PARTNERS, LLC 401(K) PROFIT SHARING PLAN, VINE HILL PARTNERS, LLC

VINE HILL PARTNERS, LLCEIN 20-5155683Plan #001PY 2019

20580 SUMMERVILLE ROAD - DEEPHAVEN, MN 55331952-217-4203vinehillpartners.comLinkedIn1-10 employeesreal estate

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$735K

+40.9% from 2018

Total participants

-33.3% from 2018

Average account balance

$367,648

+111.3% from 2018

Annual return

27.01%

+37.09 pp from 2018

Benchmarks

See 40,734 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort40,734 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.60M

Not enough data

1 years with asset history on file

Average account balance

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

$534K

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

$119K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$40K

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

+16.68%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2656

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 codes2E2J2R2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$4K

$2094 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.570%

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

$367,648

$107,353+242.5%

$92,903+295.7%

$152,885+140.5%

Participation rate

100.0%

79.8%+20.2pp

76.0%+24.0pp

82.5%+17.5pp

Annual return

27.01%

145.62%-118.6pp

109.43%-82.4pp

345.39%-318.4pp

Employer contribution / active EE

$19,287

$4,222+356.8%

$3,653+428.0%

$4,763+304.9%

Participant deferral / active EE

$19,000

$4,848+292.0%

$4,238+348.3%

$5,851+224.7%

Admin fee / account holder

$2,094

$7,081-70.4%

$5,795-63.9%

$11,598-81.9%

VINE HILL PARTNERS, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VINE HILL PARTNERS, LLC 401(K) PROFIT SHARING 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