Retirement plan

THE OLD MOUNTAIN PRIVATE FAMILY TRUST 401(K) PLAN

Name: OLD MOUNTAIN PRIVATE FAMILY TRUST, INC. - THE OLD MOUNTAIN PRIVATE FAMILY TRUST 401(K) PLAN (2019) Form 5500
Creator: OLD MOUNTAIN PRIVATE FAMILY TRUST, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE OLD MOUNTAIN PRIVATE FAMILY TRUST 401(K) PLAN, OLD MOUNTAIN PRIVATE FAMILY TRUST, INC.

OLD MOUNTAIN PRIVATE FAMILY TRUST, INC.EIN 26-1998085Plan #001PY 2019

551 5TH AVENUE, SUITE 2800 - NEW YORK, NY 10176212-370-0237

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.5M

+38.2% from 2018

Total participants

+11.1% from 2018

Average account balance

$124,846

+24.4% from 2018

Annual return

23.98%

+30.69 pp from 2018

Benchmarks

See 13,237 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort13,237 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.46M

Not enough data

1 years with asset history on file

Average account balance

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

$273K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$367K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+18.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$621

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 codes2E2F2G2J

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$25

$1 / participant

Other / not subdivided$25100.0%

% of EOY assets

0.001%

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

$124,846

$104,937+19.0%

$84,628+47.5%

$152,897-18.3%

Participation rate

100.0%

74.8%+25.2pp

68.2%+31.8pp

82.5%+17.5pp

Annual return

23.98%

373.88%-349.9pp

258.80%-234.8pp

345.43%-321.5pp

Employer contribution / active EE

$8,153

$3,303+146.8%

$2,653+207.3%

$4,764+71.2%

Participant deferral / active EE

$6,163

$4,690+31.4%

$3,900+58.0%

$5,851+5.3%

Admin fee / account holder

$6,243-100.0%

$4,914-100.0%

$11,599-100.0%

THE OLD MOUNTAIN PRIVATE FAMILY TRUST 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE OLD MOUNTAIN PRIVATE FAMILY TRUST 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