Retirement plan

EASTON SALES & RENTAL 401(K) & PROFIT SHARING PLAN

Name: EASTON SALES & RENTALS, LLC - EASTON SALES & RENTAL 401(K) & PROFIT SHARING PLAN (2022) Form 5500
Creator: EASTON SALES & RENTALS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EASTON SALES & RENTAL 401(K) & PROFIT SHARING PLAN, EASTON SALES & RENTALS, LLC

EASTON SALES & RENTALS, LLCEIN 27-0685487Plan #001PY 2022

14740 HWY 59 N - HUMBLE, TX 77396281-441-1001eastonsalesandrentals.comLinkedIn11-50 employeesconstruction

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$485K

-13.8% from 2021

Total participants

+3.6% from 2021

Average account balance

$17,311

-20.0% from 2021

Annual return

-17.07%

-26.21 pp from 2021

Benchmarks

See 18,482 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort18,482 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.10M

Not enough data

1 years with asset history on file

Average account balance

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

$34K

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.

152.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$160K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+14.31%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3070

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 codes2E2F2G2J2T3D

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.
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

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

$111K

$5031 / participant

Other / not subdivided$111K100.0%

% of EOY assets

22.833%

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

$17,311

$190,862-90.9%

$159,991-89.2%

$134,509-87.1%

Participation rate

95.5%

82.0%+13.5pp

78.0%+17.5pp

81.2%+14.2pp

Annual return

-17.07%

552.59%-569.7pp

408.82%-425.9pp

418.13%-435.2pp

Employer contribution / active EE

$2,642

$4,995-47.1%

$4,225-37.5%

$4,741-44.3%

Participant deferral / active EE

$2,835

$6,924-59.1%

$6,183-54.1%

$6,400-55.7%

Admin fee / account holder

$3,953

$10,495-62.3%

$8,715-54.6%

$11,427-65.4%

EASTON SALES & RENTAL 401(K) & PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EASTON SALES & RENTAL 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