Retirement plan

HAVERSTICK-BORTHWICK COMPANY EMPLOYEE 401(K) PROFIT SHARING PLAN

Name: HAVERSTICK-BORTHWICK COMPANY - HAVERSTICK-BORTHWICK COMPANY EMPLOYEE 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: HAVERSTICK-BORTHWICK COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HAVERSTICK-BORTHWICK COMPANY EMPLOYEE 401(K) PROFIT SHARING PLAN, HAVERSTICK-BORTHWICK COMPANY

HAVERSTICK-BORTHWICK COMPANYEIN 23-0680980Plan #001PY 2019

400 STENTON AVE. - PLYMOUTH MEETING, PA 19462610-825-9300haverstick.comLinkedIn11-50 employeesconstruction

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.3M

-12.6% from 2018

Total participants

0.0% from 2018

Average account balance

$132,117

-12.6% from 2018

Annual return

17.08%

+21.39 pp from 2018

Benchmarks

See 40,744 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort40,744 peers

Snapshot2019

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 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.

Not enough data

0 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

-5.76%

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2E2F2G2J2T3D3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$525K

$75051 / participant

Other / not subdivided$525K100.0%

% of EOY assets

39.765%

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$132,117

$107,334+23.1%

$92,893+42.2%

$152,861-13.6%

Participation rate

100.0%

79.8%+20.2pp

76.0%+24.0pp

82.4%+17.6pp

Annual return

17.08%

145.58%-128.5pp

109.41%-92.3pp

345.32%-328.2pp

Employer contribution / active EE

$4,429

$4,221+4.9%

$3,653+21.2%

$4,762-7.0%

Participant deferral / active EE

$4,762

$4,845-1.7%

$4,236+12.4%

$5,850-18.6%

Admin fee / account holder

$52,536

$7,079+642.1%

$5,794+806.7%

$11,596+353.0%

HAVERSTICK-BORTHWICK COMPANY EMPLOYEE 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HAVERSTICK-BORTHWICK COMPANY EMPLOYEE 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