Retirement plan

AWASU DESIGN 401(K) PROFIT SHARING PLAN

Name: AWASU DESIGN LLC DBA AWASU DESIGN - AWASU DESIGN 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: AWASU DESIGN LLC DBA AWASU DESIGN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AWASU DESIGN 401(K) PROFIT SHARING PLAN, AWASU DESIGN LLC DBA AWASU DESIGN

AWASU DESIGN LLC DBA AWASU DESIGNEIN 27-2167685Plan #001PY 2019

539 BRYANT STREET, SUITE 305 - SAN FRANCISCO, CA 94107415-243-9600

Other plans on this EIN

1 filing

#002Retirement-$420K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$558K

+75.9% from 2018

Total participants

0.0% from 2018

Average account balance

$34,865

+75.9% from 2018

Annual return

17.94%

+25.95 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

$941K

Not enough data

1 years with asset history on file

Average account balance

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

$86K

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.

220.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$52K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+9.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

$781

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 codes2E2F2G2J3D

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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$4K

$395 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.637%

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

$34,865

$157,276-77.8%

$141,177-75.3%

$152,885-77.2%

Participation rate

100.0%

84.8%+15.2pp

82.5%+17.5pp

Annual return

17.94%

64.33%-46.4pp

71.40%-53.5pp

345.39%-327.5pp

Employer contribution / active EE

$10,460

$5,262+98.8%

$4,736+120.9%

$4,763+119.6%

Participant deferral / active EE

$10,101

$7,110+42.1%

$6,710+50.5%

$5,851+72.6%

Admin fee / account holder

$222

$12,123-98.2%

$10,263-97.8%

$11,598-98.1%

AWASU DESIGN 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AWASU DESIGN 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