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 (2018) 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 2018

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

Other plans on this EIN

1 filing

#001Retirement-$18.6M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$95K

-18.6% from 2017

Total participants

-14.3% from 2017

Average account balance

$15,914

-5.0% from 2017

Annual return

4.23%

-4.64 pp from 2017

Benchmarks

See 7,521 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort7,521 peers

Snapshot2018

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

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

$33K

$10995 / participant

Other / not subdivided$33K100.0%

% of EOY assets

34.547%

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

$15,914

$107,809-85.2%

$90,657-82.4%

$135,380-88.2%

Participation rate

100.0%

78.0%+22.0pp

74.0%+26.0pp

82.6%+17.4pp

Annual return

4.23%

-0.90%+5.1pp

1.89%+2.3pp

519.81%-515.6pp

Employer contribution / active EE

$3,018-100.0%

$2,532-100.0%

$4,779-100.0%

Participant deferral / active EE

$2,083

$3,872-46.2%

$3,424-39.2%

$5,609-62.9%

Admin fee / account holder

$5,498

$5,931-7.3%

$4,994+10.1%

$10,828-49.2%

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

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

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

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