Retirement plan

A GIULIANI 401(K) RETIREMENT PLAN

Name: A.GIULIANI & CO, INC - A GIULIANI 401(K) RETIREMENT PLAN (2024) Form 5500
Creator: A.GIULIANI & CO, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, A GIULIANI 401(K) RETIREMENT PLAN, A.GIULIANI & CO, INC

A.GIULIANI & CO, INCEIN 23-2362815Plan #002PY 2024

1609 DRESHERTOWN RD - DRESHER, PA 190251402215-643-6166LinkedIn11-50 employeesconstruction

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.9M

+13.4% from 2023

Total participants

+20.8% from 2023

Average account balance

$202,257

-21.8% from 2023

Annual return

9.52%

+9.52 pp from 2023

Benchmarks

See 49,870 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort49,870 peers

Snapshot2024

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

Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

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 codes2E2J2F2G3D

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

$80K

$4007 / participant

Other / not subdivided$80K100.0%

% of EOY assets

1.366%

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

$202,257

$88,815+127.7%

$81,882+147.0%

$145,897+38.6%

Participation rate

100.0%

75.1%+24.9pp

72.4%+27.6pp

80.3%+19.7pp

Annual return

9.52%

1033.75%-1024.2pp

779.47%-769.9pp

552.29%-542.8pp

Employer contribution / active EE

$6,043

$3,086+95.8%

$2,916+107.2%

$4,663+29.6%

Participant deferral / active EE

$5,948

$4,647+28.0%

$4,323+37.6%

$6,689-11.1%

Admin fee / account holder

$2,764

$8,434-67.2%

$7,360-62.4%

$13,390-79.4%

A GIULIANI 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

A GIULIANI 401(K) 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