Retirement plan

BROUDY PRINTING, INC. EMPLOYEES 401(K) PLAN

Name: BROUDY PRINTING INC. - BROUDY PRINTING, INC. EMPLOYEES 401(K) PLAN (2024) Form 5500
Creator: BROUDY PRINTING INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BROUDY PRINTING, INC. EMPLOYEES 401(K) PLAN, BROUDY PRINTING INC.

BROUDY PRINTING INC.EIN 25-0374355Plan #003PY 2024

P.O. BOX 5248 - PITTSBURGH, PA 15206412-362-6700broudyprinting.comLinkedIn11-50 employeesprinting

Other plans on this EIN

1 filing

#001Retirement-$4.7M assets

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$536K

+23.8% from 2023

Total participants

+5.9% from 2023

Average account balance

$41,206

+23.8% from 2023

Annual return

12.54%

-5.62 pp from 2023

Benchmarks

See 12,265 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort12,265 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$536K

Not enough data

1 years with asset history on file

Average account balance

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

$41K

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.

81.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$49K

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

+12.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2G2J2T3D2F

Plan features

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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

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

$41,206

$108,942-62.2%

$100,415-59.0%

$145,897-71.8%

Participation rate

68.8%

83.0%-14.2pp

81.5%-12.8pp

80.3%-11.6pp

Annual return

12.54%

58.27%-45.7pp

49.47%-36.9pp

552.29%-539.7pp

Employer contribution / active EE

$4,422-100.0%

$3,943-100.0%

$4,663-100.0%

Participant deferral / active EE

$3,053

$8,461-63.9%

$8,091-62.3%

$6,689-54.4%

Admin fee / account holder

$9,702-100.0%

$7,906-100.0%

$13,390-100.0%

BROUDY PRINTING, INC. EMPLOYEES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BROUDY PRINTING, INC. EMPLOYEES 401(K) PLAN

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