Retirement plan

F. C. HAAB CO., INC. CONSOLIDATED PROFIT SHARING AND RETIREMENT PLAN

Name: F. C. HAAB COMPANY, INC. - F. C. HAAB CO., INC. CONSOLIDATED PROFIT SHARING AND RETIREMENT PLAN (2020) Form 5500
Creator: F. C. HAAB COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, F. C. HAAB CO., INC. CONSOLIDATED PROFIT SHARING AND RETIREMENT PLAN, F. C. HAAB COMPANY, INC.

F. C. HAAB COMPANY, INC.EIN 23-1269582Plan #001PY 2020

225 CITY AVENUE, SUITE 105 - BALA CYNWYD, PA 19004215-563-0800fchaab.comLinkedIn11-50 employeesoil & energy

Other plans on this EIN

1 filing

#002Retirement-$71K assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$18.6M

+2.5% from 2019

Total participants

168

+5.0% from 2019

Average account balance

$111,220

-11.0% from 2019

Annual return

7.77%

+6.14 pp from 2019

Benchmarks

See 435 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants100-249

Cohort435 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$25.51M

Not enough data

1 years with asset history on file

Average account balance

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

$177K

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.

144

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.

96.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.01M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+10.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$387

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

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Service providers

Top 1 by compensation

Provider	Service type	Compensation
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP INC. Service code 15 · EIN 27-2037969	Recordkeeping	$33,337

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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$33K

$309 / participant

Other / not subdivided$33K100.0%

% of EOY assets

0.179%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: CLIFTONLARSONALLEN LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$111,220

$55,122+101.8%

$104,614+6.3%

$73,493+51.3%

Participation rate

99.1%

67.7%+31.3pp

74.1%+25.0pp

70.7%+28.4pp

Annual return

7.77%

24.77%-17.0pp

340.56%-332.8pp

28.51%-20.7pp

Employer contribution / active EE

$1,520

$1,464+3.8%

$2,681-43.3%

$2,270-33.0%

Participant deferral / active EE

$4,617

$2,919+58.2%

$3,739+23.5%

$3,740+23.4%

Admin fee / account holder

$200

$423-52.8%

$6,464-96.9%

$513-61.1%

Provider

Service type

Compensation

NEWPORT GROUP, INC.1 year

Filed as: NEWPORT GROUP INC.

Service code 15 · EIN 27-2037969

Recordkeeping

$33,337

F. C. HAAB CO., INC. CONSOLIDATED PROFIT SHARING AND RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

F. C. HAAB CO., INC. CONSOLIDATED PROFIT SHARING AND RETIREMENT 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