Retirement plan

JULIUS BLUM & COMPANY, INC. 401(K) PLAN

Name: JULIUS BLUM & COMPANY, INC. - JULIUS BLUM & COMPANY, INC. 401(K) PLAN (2019) Form 5500
Creator: JULIUS BLUM & COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JULIUS BLUM & COMPANY, INC. 401(K) PLAN, JULIUS BLUM & COMPANY, INC.

JULIUS BLUM & COMPANY, INC.EIN 22-1546641Plan #001PY 2019

PO BOX 816 - CARLSTADT, NJ 07072201-438-4600juliusblum.comLinkedIn11-50 employees

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$37K

-99.4% from 2018

Total participants

-65.0% from 2018

Average account balance

$5,346

No prior year

Annual return

31.89%

+33.57 pp from 2018

Benchmarks

See 22,305 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,305 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.85M

Not enough data

1 years with asset history on file

Average account balance

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

$403K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+9.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E3D2G2J2F2T

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

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

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

$5,346

$152,619-96.5%

$125,195-95.7%

$152,909-96.5%

Participation rate

100.0%

83.3%+16.7pp

79.8%+20.2pp

82.5%+17.5pp

Annual return

31.89%

54.85%-23.0pp

43.79%-11.9pp

345.46%-313.6pp

Employer contribution / active EE

$2,115

$4,947-57.3%

$3,866-45.3%

$4,764-55.6%

Participant deferral / active EE

$240

$5,869-95.9%

$4,937-95.1%

$5,851-95.9%

Admin fee / account holder

$13,437-100.0%

$9,704-100.0%

$11,601-100.0%

JULIUS BLUM & COMPANY, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

JULIUS BLUM & COMPANY, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion