Retirement plan

FREEHOLD 401(K) PROFIT SHARING TRUST

Name: FREEHOLD BUICK-GMC - FREEHOLD 401(K) PROFIT SHARING TRUST (2020) Form 5500
Creator: FREEHOLD BUICK-GMC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FREEHOLD 401(K) PROFIT SHARING TRUST, FREEHOLD BUICK-GMC

FREEHOLD BUICK-GMCdba 441110EIN 21-0695955Plan #003PY 2020

4404 RTE 9 - FREEHOLD, NJ 077288311732-462-0847freeholdbuickgmc.comLinkedIn11-50 employeesautomotive

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$3.6M

+44.6% from 2019

Total participants

-1.4% from 2019

Average account balance

$66,050

+44.6% from 2019

Annual return

38.93%

+12.50 pp from 2019

Benchmarks

See 9,300 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort9,300 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.75M

Not enough data

1 years with asset history on file

Average account balance

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

$39K

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.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$175K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+9.51%

Not enough data

1 years with return on file

Admin fee / account holder

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

$33911

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 codes2G2J2T3D

Plan features

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$10K

$229 / participant

Other / not subdivided$10K100.0%

% of EOY assets

0.283%

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

$66,050

$65,034+1.6%

$90,970-27.4%

$79,856-17.3%

Participation rate

71.1%

61.6%+9.5pp

69.0%+2.1pp

69.6%+1.5pp

Annual return

38.93%

30.45%+8.5pp

134.60%-95.7pp

31.71%+7.2pp

Employer contribution / active EE

$628

$1,247-49.7%

$2,122-70.4%

$2,471-74.6%

Participant deferral / active EE

$2,739

$2,512+9.0%

$3,373-18.8%

$3,741-26.8%

Admin fee / account holder

$187

$4,536-95.9%

$5,961-96.9%

$5,306-96.5%

FREEHOLD 401(K) PROFIT SHARING TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FREEHOLD 401(K) PROFIT SHARING 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