Retirement plan

HILLMAN AND ASSOCIATES 401(K) PLAN

Name: VALERIE HILLMAN - HILLMAN AND ASSOCIATES 401(K) PLAN (2019) Form 5500
Creator: VALERIE HILLMAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HILLMAN AND ASSOCIATES 401(K) PLAN, VALERIE HILLMAN

VALERIE HILLMANEIN 26-3886017Plan #001PY 2019

126 S 2ND ST - LIVINGSTON, MT 59047406-222-2467LinkedIn1-10 employeesaccounting

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$238K

+28.9% from 2018

Total participants

0.0% from 2018

Average account balance

$79,399

+28.9% from 2018

Annual return

18.88%

+27.56 pp from 2018

Benchmarks

See 119,358 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort119,358 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$412K

Not enough data

1 years with asset history on file

Average account balance

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

$137K

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.

75.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$21K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+8.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

$439

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 codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$720

$240 / participant

Other / not subdivided$720100.0%

% of EOY assets

0.302%

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

$79,399

$157,276-49.5%

$141,177-43.8%

$152,885-48.1%

Participation rate

100.0%

84.8%+15.2pp

82.5%+17.5pp

Annual return

18.88%

64.33%-45.5pp

71.40%-52.5pp

345.39%-326.5pp

Employer contribution / active EE

$1,311

$5,262-75.1%

$4,736-72.3%

$4,763-72.5%

Participant deferral / active EE

$4,842

$7,110-31.9%

$6,710-27.8%

$5,851-17.2%

Admin fee / account holder

$240

$12,123-98.0%

$10,263-97.7%

$11,598-97.9%

HILLMAN AND ASSOCIATES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HILLMAN AND ASSOCIATES 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