Retirement plan

BILL FEW ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN

Name: BILL FEW FINANCIAL GROUP, INC. - BILL FEW ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN (2024) Form 5500
Creator: BILL FEW FINANCIAL GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BILL FEW ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN, BILL FEW FINANCIAL GROUP, INC.

BILL FEW FINANCIAL GROUP, INC.EIN 25-1891057Plan #001PY 2024

2100 GEORGETOWN DRIVE, STE 600 - SEWICKLEY, PA 15143412-630-6000

Prospect flagsHigh feesHigh assets / participant

Top hat statement on fileNQDC

Filed August 2, 2021

Plan administrator

Plan administrator name— Sign in and upgrade to view

107 Mt Nebo Pointe

Pittsburgh, PA 15237

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Plans declared (1)

Bill Few Financial Group, Inc. Stock Appreciation Rights Plan.3 emp

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Total assets (EOY)

$8.3M

+301.0% from 2023

Total participants

-2.9% from 2023

Average account balance

$252,999

+313.1% from 2023

Annual return

260.46%

+282.22 pp from 2023

Benchmarks

See 7,155 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants25-99

Cohort7,155 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.35M

Not enough data

1 years with asset history on file

Average account balance

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

$253K

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.

96.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$850K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$27K

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

+260.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7755

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

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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 codes2P2Q3I

Plan features

2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$256K

$7997 / participant

Other / not subdivided$256K100.0%

% of EOY assets

3.065%

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

$252,999

$138,386+82.8%

$184,260+37.3%

$80,935+212.6%

Participation rate

96.9%

83.9%+13.0pp

86.8%+10.1pp

67.7%+29.2pp

Annual return

260.46%

20.02%+240.4pp

28.84%+231.6pp

35.66%+224.8pp

Employer contribution / active EE

$26,564

$4,851+447.6%

$6,427+313.3%

$2,757+863.6%

Participant deferral / active EE

$7,076-100.0%

$9,133-100.0%

$4,299-100.0%

Admin fee / account holder

$7,755

$10,489-26.1%

$13,898-44.2%

$6,924+12.0%

BILL FEW ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BILL FEW ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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