Retirement plan

BRIENT GLOBERMAN LLC 401(K) PLAN

Name: BRIENT GLOBERMAN LLC - BRIENT GLOBERMAN LLC 401(K) PLAN (2017) Form 5500
Creator: BRIENT GLOBERMAN LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRIENT GLOBERMAN LLC 401(K) PLAN, BRIENT GLOBERMAN LLC

BRIENT GLOBERMAN LLCEIN 27-1480395Plan #001PY 2017

1175 GRIMES BRIDGE ROAD, STE100 - ROSWELL, GA 300753939678-218-5067LinkedIn1-10 employeeslegal services

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$240K

+75.7% from 2016

Total participants

+12.5% from 2016

Average account balance

$29,982

No prior year

Annual return

-30.15%

-30.15 pp from 2016

Benchmarks

See 114,325 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,325 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+1.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2G2J2S2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$29,982

$150,446-80.1%

$136,297-78.0%

$147,585-79.7%

Participation rate

88.9%

84.4%+4.5pp

81.9%+7.0pp

82.8%+6.1pp

Annual return

-30.15%

1049.14%-1079.3pp

5156.19%-5186.3pp

578.58%-608.7pp

Employer contribution / active EE

$9,077

$5,256+72.7%

$4,696+93.3%

$4,876+86.1%

Participant deferral / active EE

$6,980

$6,631+5.3%

$6,247+11.7%

$5,439+28.3%

Admin fee / account holder

$10,906-100.0%

$9,244-100.0%

$10,886-100.0%

BRIENT GLOBERMAN LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BRIENT GLOBERMAN LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion