Retirement plan

URNER BARRY PUBLICATIONS, INC. 401(K) PLAN

Name: URNER BARRY PUBLICATIONS, INC. - URNER BARRY PUBLICATIONS, INC. 401(K) PLAN (2024) Form 5500
Creator: URNER BARRY PUBLICATIONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, URNER BARRY PUBLICATIONS, INC. 401(K) PLAN, URNER BARRY PUBLICATIONS, INC.

URNER BARRY PUBLICATIONS, INC.EIN 22-1896276Plan #002PY 2024

1001 CORPORATE CIRCLE - TOMS RIVER, NJ 08755732-575-1980LinkedIn51-200 employeespublishing

Prospect flagsHigh feesRecently reached 100 employees

How to read this page

Total assets (EOY)

$10.4M

+16.4% from 2023

Total participants

130

+21.5% from 2023

Average account balance

$96,597

+4.5% from 2023

Annual return

21.94%

+4.45 pp from 2023

Benchmarks

See 3,221 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants25-99

Cohort3,221 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.43M

Not enough data

1 years with asset history on file

Average account balance

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

$97K

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.

108

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.

114.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.29M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+21.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17267

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 codes2E2F2G2J3D

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.
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.)
InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Admin total

$1.9M

$19839 / participant

Other / not subdivided$2M100.0%

% of EOY assets

17.875%

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

$96,597

$77,472+24.7%

$100,392-3.8%

$80,935+19.4%

Participation rate

76.6%

76.9%-0.4pp

81.5%-4.9pp

67.7%+8.9pp

Annual return

21.94%

37.26%-15.3pp

49.45%-27.5pp

35.66%-13.7pp

Employer contribution / active EE

$4,807

$2,800+71.7%

$3,941+22.0%

$2,757+74.4%

Participant deferral / active EE

$8,925

$6,818+30.9%

$8,090+10.3%

$4,299+107.6%

Admin fee / account holder

$17,267

$5,885+193.4%

$7,904+118.5%

$6,924+149.4%

URNER BARRY PUBLICATIONS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

URNER BARRY PUBLICATIONS, INC. 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