Retirement plan

CRESCENT CLEANING COMPANY 401(K) PLAN

Name: HAMILL PARTNERS INC. DBA CRESCENT CLEANING COMPANY - CRESCENT CLEANING COMPANY 401(K) PLAN (2024) Form 5500
Creator: HAMILL PARTNERS INC. DBA CRESCENT CLEANING COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CRESCENT CLEANING COMPANY 401(K) PLAN, HAMILL PARTNERS INC. DBA CRESCENT CLEANING COMPANY

HAMILL PARTNERS INC. DBA CRESCENT CLEANING COMPANYEIN 20-5739474Plan #001PY 2024

8501 W HIGGINS RD., SUITE 160 - CHICAGO, IL 60631312-726-7200

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$341K

+59.6% from 2023

Total participants

+10.5% from 2023

Average account balance

$37,938

+59.6% from 2023

Annual return

15.59%

-191.08 pp from 2023

Benchmarks

See 5,414 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants25-99

Cohort5,414 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$341K

Not enough data

1 years with asset history on file

Average account balance

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

$38K

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.

11.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$94K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+15.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$154

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 codes2E2F2G2J2T3D

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).
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.
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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$1K

$17 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.405%

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

$37,938

$57,119-33.6%

$85,187-55.5%

$80,935-53.1%

Participation rate

7.4%

56.4%-49.0pp

67.5%-60.1pp

67.7%-60.3pp

Annual return

15.59%

21.70%-6.1pp

66.67%-51.1pp

35.66%-20.1pp

Employer contribution / active EE

$309

$1,802-82.8%

$2,732-88.7%

$2,757-88.8%

Participant deferral / active EE

$854

$3,115-72.6%

$4,525-81.1%

$4,299-80.1%

Admin fee / account holder

$154

$4,990-96.9%

$6,162-97.5%

$6,924-97.8%

CRESCENT CLEANING COMPANY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CRESCENT CLEANING COMPANY 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