Retirement plan

F.C. HAAB CO., INC 401(K) PLAN FOR UNION EMPLOYEE

Name: F. C. HAAB CO., INC. - F.C. HAAB CO., INC 401(K) PLAN FOR UNION EMPLOYEE (2017) Form 5500
Creator: F. C. HAAB CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, F.C. HAAB CO., INC 401(K) PLAN FOR UNION EMPLOYEE, F. C. HAAB CO., INC.

F. C. HAAB CO., INC.EIN 23-1269582Plan #002PY 2017

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

Other plans on this EIN

1 filing

#001Retirement-$18.4M assets

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$117K

+19.7% from 2016

Total participants

-80.0% from 2016

Average account balance

$16,751

+19.7% from 2016

Annual return

8.87%

+8.41 pp from 2016

Benchmarks

See 7,344 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort7,344 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$117K

Not enough data

1 years with asset history on file

Average account balance

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

$39K

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

1 years with headcount on file

Eligible Participants and Participation

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

300.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+7.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

$113

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

1 tripped

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

$16,751

$113,338-85.2%

$94,993-82.4%

$147,586-88.7%

Participation rate

100.0%

78.0%+22.0pp

73.9%+26.1pp

82.8%+17.2pp

Annual return

8.87%

20.80%-11.9pp

27.14%-18.3pp

578.59%-569.7pp

Employer contribution / active EE

$3,160-100.0%

$2,603-100.0%

$4,876-100.0%

Participant deferral / active EE

$1,771

$3,777-53.1%

$3,317-46.6%

$5,439-67.4%

Admin fee / account holder

$6,063-100.0%

$4,960-100.0%

$10,886-100.0%

F.C. HAAB CO., INC 401(K) PLAN FOR UNION EMPLOYEE

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

F.C. HAAB CO., INC 401(K) PLAN FOR UNION EMPLOYEE

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