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 (2022) 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 2022

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)

$917K

-27.6% from 2021

Total participants

0.0% from 2021

Average account balance

$305,748

-27.6% from 2021

Annual return

-18.50%

-31.54 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

$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

$214K

$71382 / participant

Other / not subdivided$214K100.0%

% of EOY assets

23.347%

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

$305,748

$134,001+128.2%

$112,258+172.4%

$134,509+127.3%

Participation rate

100.0%

78.6%+21.4pp

75.1%+24.9pp

81.2%+18.8pp

Annual return

-18.50%

47.15%-65.7pp

27.47%-46.0pp

418.13%-436.6pp

Employer contribution / active EE

$16,083

$4,039+298.2%

$3,636+342.4%

$4,741+239.3%

Participant deferral / active EE

$16,783

$5,291+217.2%

$4,728+254.9%

$6,400+162.2%

Admin fee / account holder

$71,382

$7,491+852.9%

$6,411+1013.4%

$11,427+524.7%

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