Retirement plan

ZEBBY SULECKI, INC. 401(K) PROFIT SHARING PLAN & TRUST

Name: ZEBBY SULECKI, INC. - ZEBBY SULECKI, INC. 401(K) PROFIT SHARING PLAN & TRUST (2022) Form 5500
Creator: ZEBBY SULECKI, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ZEBBY SULECKI, INC. 401(K) PROFIT SHARING PLAN & TRUST, ZEBBY SULECKI, INC.

ZEBBY SULECKI, INC.EIN 23-2643750Plan #001PY 2022

452 PARKWAY DRIVE, SUITE 300 - BROOMALL, PA 19008610-359-6350zebbysuleckiinc.comLinkedIn51-200 employeesconstruction

Prospect flagsLow assets / participantLow employer contribution

How to read this page

Total assets (EOY)

$1.4M

-7.7% from 2021

Total participants

115

-4.2% from 2021

Average account balance

$14,845

+9.1% from 2021

Annual return

-17.36%

-30.20 pp from 2021

Benchmarks

See 17,344 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort17,344 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.78M

Not enough data

1 years with asset history on file

Average account balance

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

$20K

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.

151.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$180K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+9.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2931

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

Top 3 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Filed as: GREAT WEST LIFE & ANNUITY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping	$9,161
DAVIS BACON PENSION PLANS INC4 years Service code 13 · EIN 26-3465772 PO BOX 636 · SNOHOMISH, WA 98291	Contract Administrator	$7,454
FPA FUNDS TRUST2 years Filed as: FPA WEALTH MANAGEMENT Service code 26 300 WILLOWBROOK LANE, STE 315 · WEST CHESTER, PA 19382	Advisory (Participants)	$6,890

Plan features & details

Pension benefit codes2E2F2G2J2S2T3D

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.

Opportunity flags

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$24K

$273 / participant

Investment mgmt$12K49.0%
Contract admin$7K31.0%
Other / not subdivided$5K20.0%

% of EOY assets

1.743%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: DAHLIN ACCOUNTING & CONSULTING LLC
Auditor EIN: 453652987
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$14,845

$64,719-77.1%

$112,249-86.8%

$68,486-78.3%

Participation rate

75.0%

67.2%+7.8pp

75.1%-0.1pp

67.9%+7.1pp

Annual return

-17.36%

-11.40%-6.0pp

27.48%-44.8pp

-7.85%-9.5pp

Employer contribution / active EE

$378

$2,747-86.2%

$3,636-89.6%

$2,597-85.5%

Participant deferral / active EE

$2,230

$3,565-37.5%

$4,729-52.8%

$4,028-44.6%

Admin fee / account holder

$259

$5,232-95.1%

$6,412-96.0%

$5,404-95.2%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE2 years

Filed as: GREAT WEST LIFE & ANNUITY

Service code 15

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping

$9,161

DAVIS BACON PENSION PLANS INC4 years

Service code 13 · EIN 26-3465772

PO BOX 636 · SNOHOMISH, WA 98291

Contract Administrator

$7,454

FPA FUNDS TRUST2 years

Filed as: FPA WEALTH MANAGEMENT

Service code 26

300 WILLOWBROOK LANE, STE 315 · WEST CHESTER, PA 19382

Advisory (Participants)

$6,890

ZEBBY SULECKI, INC. 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ZEBBY SULECKI, INC. 401(K) PROFIT SHARING PLAN & TRUST

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