Retirement plan

TFN ARCHITECTURAL SIGNAGE, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Name: TFN ARCHITECTURAL SIGNAGE, INC. - TFN ARCHITECTURAL SIGNAGE, INC. 401(K) PROFIT SHARING PLAN AND TRUST (2016) Form 5500
Creator: TFN ARCHITECTURAL SIGNAGE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TFN ARCHITECTURAL SIGNAGE, INC. 401(K) PROFIT SHARING PLAN AND TRUST, TFN ARCHITECTURAL SIGNAGE, INC.

TFN ARCHITECTURAL SIGNAGE, INC.EIN 33-0486410Plan #001PY 2016

3411 W LAKE CENTER DR - SANTA ANA, CA 927046925714-556-0990thirdfloornorth.comLinkedIn51-200 employeesarchitecture & planning

Other plans on this EIN

1 filing

#002Retirement-$1.8M assets

Prospect flagsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$1.8M

+25.3% from 2015

Total participants

+21.7% from 2015

Average account balance

$78,302

+68.9% from 2015

Annual return

16.76%

+19.61 pp from 2015

Benchmarks

See 24,581 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort24,581 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.33M

Not enough data

1 years with asset history on file

Average account balance

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

$95K

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.

72.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$184K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+14.84%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2597

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 codes2E2J2T3D2G

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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$4K

$68 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.195%

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

$78,302

$76,551+2.3%

$123,894-36.8%

$62,881+24.5%

Participation rate

36.5%

73.0%-36.4pp

81.4%-44.9pp

69.3%-32.8pp

Annual return

16.76%

18.68%-1.9pp

47.52%-30.8pp

20.14%-3.4pp

Employer contribution / active EE

$831

$2,882-71.2%

$4,617-82.0%

$2,281-63.5%

Participant deferral / active EE

$1,532

$4,840-68.3%

$5,984-74.4%

$3,203-52.2%

Admin fee / account holder

$153

$4,826-96.8%

$8,357-98.2%

$4,296-96.4%

TFN ARCHITECTURAL SIGNAGE, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TFN ARCHITECTURAL SIGNAGE, INC. 401(K) PROFIT SHARING PLAN AND TRUST

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