Retirement plan

YOUR PART-TIME CONTROLLER, LLC 401(K) PROFIT SHARING PLAN

Name: YOUR PART-TIME CONTROLLER, LLC - YOUR PART-TIME CONTROLLER, LLC 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: YOUR PART-TIME CONTROLLER, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, YOUR PART-TIME CONTROLLER, LLC 401(K) PROFIT SHARING PLAN, YOUR PART-TIME CONTROLLER, LLC

YOUR PART-TIME CONTROLLER, LLCEIN 22-3631980Plan #001PY 2024

1600 MARKET STREET, SUITE 3425 - PHILADELPHIA, PA 19103215-670-2010yptc.comLinkedIn501-1000 employeesaccounting

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$53.5M

+36.4% from 2023

Total participants

859

+20.0% from 2023

Average account balance

$69,273

+12.1% from 2023

Annual return

19.48%

-13.92 pp from 2023

Benchmarks

See 3,296 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort3,296 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$53.55M

Not enough data

1 years with asset history on file

Average account balance

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

$69K

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.

773

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.

88.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$8.56M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+19.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

$192

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 4 by compensation

Provider	Service type	Compensation
LPL FINANCIAL6 years Service code 27 · EIN 95-2834236 PO BOX 502533 · SAN DIEGO, CA 921502533	Advisory (Plan)	$63,484
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Filed as: EMPOWER ANNUITY INSURANCE OF AMERIC Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$33,903
ATR, INC.10+ years Service code 13 · EIN 23-2624667 550 AMERICAN AVENUE · KING OF PRUSSIA, PA 19406	Contract Administrator	$29,465
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$23,491

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

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$148K

$202 / participant

Recordkeeping$61K41.4%
Investment mgmt$87K58.6%

% of EOY assets

0.277%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: LEAR & PANNEPACKER, LLP
Auditor EIN: 222947255
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$69,273

$106,264-34.8%

$147,117-52.9%

$77,762-10.9%

Participation rate

88.3%

78.4%+9.9pp

82.2%+6.1pp

70.6%+17.7pp

Annual return

19.48%

56.94%-37.5pp

420.54%-401.1pp

31.27%-11.8pp

Employer contribution / active EE

$2,624

$4,074-35.6%

$4,932-46.8%

$2,728-3.8%

Participant deferral / active EE

$9,002

$8,003+12.5%

$8,065+11.6%

$4,651+93.6%

Admin fee / account holder

$192

$334-42.6%

$12,993-98.5%

$433-55.6%

Provider

Service type

Compensation

LPL FINANCIAL6 years

Service code 27 · EIN 95-2834236

PO BOX 502533 · SAN DIEGO, CA 921502533

Advisory (Plan)

$63,484

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Filed as: EMPOWER ANNUITY INSURANCE OF AMERIC

Service code 64 · EIN 84-0467907

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$33,903

ATR, INC.10+ years

Service code 13 · EIN 23-2624667

550 AMERICAN AVENUE · KING OF PRUSSIA, PA 19406

Contract Administrator

$29,465

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Filed as: EMPOWER ADVISORY GROUP, LLC

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$23,491

YOUR PART-TIME CONTROLLER, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

YOUR PART-TIME CONTROLLER, 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