Retirement plan

W.A. DEHART, INC. PS 401(K) PLAN

Name: W.A. DEHART, INC. - W.A. DEHART, INC. PS 401(K) PLAN (2015) Form 5500
Creator: W.A. DEHART, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, W.A. DEHART, INC. PS 401(K) PLAN, W.A. DEHART, INC.

W.A. DEHART, INC.EIN 24-0856211Plan #001PY 2015

1130 OLD ROUTE 15 - NEW COLUMBIA, PA 17856570-568-1551

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.4M

No prior year

Total participants

No prior year

Average account balance

$92,763

No prior year

Annual return

-0.42%

No prior year

Benchmarks

See 8,334 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort8,334 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.81M

Not enough data

1 years with asset history on file

Average account balance

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

$60K

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.

76.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$37K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$939

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

+21.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10670

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 codes2E2F2G2J2T3D

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.
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

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

$294K

$5550 / participant

Other / not subdivided$294K100.0%

% of EOY assets

5.467%

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

$92,763

$65,704+41.2%

$94,229-1.6%

$59,633+55.6%

Participation rate

100.0%

72.1%+27.9pp

78.8%+21.2pp

68.7%+31.3pp

Annual return

-0.42%

5.22%-5.6pp

10.68%-11.1pp

2041.45%-2041.9pp

Employer contribution / active EE

$1,396

$2,021-30.9%

$3,587-61.1%

$2,203-36.6%

Participant deferral / active EE

$1,446

$3,143-54.0%

$4,320-66.5%

$3,192-54.7%

Admin fee / account holder

$5,071

$4,265+18.9%

$6,269-19.1%

$4,297+18.0%

W.A. DEHART, INC. PS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

W.A. DEHART, INC. PS 401(K) 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