Retirement plan

PICADIO SNEATH MILLER & NORTON, PC 401(K) PROFIT SHARING PLAN

Name: HOUSTON HARBAUGH, P.C. - PICADIO SNEATH MILLER & NORTON, PC 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: HOUSTON HARBAUGH, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PICADIO SNEATH MILLER & NORTON, PC 401(K) PROFIT SHARING PLAN, HOUSTON HARBAUGH, P.C.

HOUSTON HARBAUGH, P.C.EIN 25-1271850Plan #002PY 2017

401 LIBERTY AVENUE, THREE GATEWAY CENTER, 22ND FL - PITTSBURGH, PA 15222412-288-2210

Other plans on this EIN

1 filing

#001Retirement-$21.0M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.2M

No prior year

Total participants

No prior year

Average account balance

$145,039

No prior year

Annual return

18.61%

No prior year

Benchmarks

See 114,324 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,324 peers

Snapshot2017

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 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

$470K

Other / not subdivided$470K100.0%

% of EOY assets

11.182%

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

$145,039

$150,447-3.6%

$136,298+6.4%

$147,586-1.7%

Participation rate

0.0%

84.4%-84.4pp

81.9%-81.9pp

82.8%-82.8pp

Annual return

18.61%

1049.15%-1030.5pp

5156.27%-5137.7pp

578.59%-560.0pp

Employer contribution / active EE

$5,256-100.0%

$4,696-100.0%

$4,876-100.0%

Participant deferral / active EE

$6,631-100.0%

$6,247-100.0%

$5,439-100.0%

Admin fee / account holder

$16,218

$10,906+48.7%

$9,244+75.4%

$10,886+49.0%

PICADIO SNEATH MILLER & NORTON, PC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PICADIO SNEATH MILLER & NORTON, PC 401(K) PROFIT SHARING 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