Retirement plan

THIRD FLOOR NORTH EMPLOYEE STOCK OWNERSHIP PLAN

Name: TFN ARCHITECTURAL SIGNAGE, INC. - THIRD FLOOR NORTH EMPLOYEE STOCK OWNERSHIP PLAN (2023) Form 5500
Creator: TFN ARCHITECTURAL SIGNAGE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THIRD FLOOR NORTH EMPLOYEE STOCK OWNERSHIP PLAN, TFN ARCHITECTURAL SIGNAGE, INC.

TFN ARCHITECTURAL SIGNAGE, INC.EIN 33-0486410Plan #002PY 2023

527 FEE ANA STREET - PLACENTIA, CA 92870714-556-0990thirdfloornorth.comLinkedIn51-200 employeesarchitecture & planning

Other plans on this EIN

1 filing

#001Retirement-$2.8M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.9M

+41.5% from 2022

Total participants

-12.3% from 2022

Average account balance

$77,800

+55.6% from 2022

Annual return

34.54%

+85.31 pp from 2022

Benchmarks

See 14,453 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,453 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.11M

Not enough data

1 years with asset history on file

Average account balance

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

$79K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$220K

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

+0.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1571

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 codes2E2I2P2Q3I

Plan features

2E
Profit-sharing
Profit-sharing plan.
2I
Stock bonus
Stock bonus plan.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

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

$179K

$3805 / participant

Other / not subdivided$179K100.0%

% of EOY assets

4.597%

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

$77,800

$80,983-3.9%

$96,544-19.4%

$75,177+3.5%

Participation rate

100.0%

71.8%+28.2pp

76.0%+24.0pp

67.2%+32.8pp

Annual return

34.54%

27.05%+7.5pp

25.88%+8.7pp

160.75%-126.2pp

Employer contribution / active EE

$6,682

$2,282+192.7%

$2,966+125.3%

$2,671+150.2%

Participant deferral / active EE

$3,929-100.0%

$4,851-100.0%

$4,126-100.0%

Admin fee / account holder

$3,577

$6,717-46.7%

$8,254-56.7%

$5,651-36.7%

THIRD FLOOR NORTH EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THIRD FLOOR NORTH EMPLOYEE STOCK OWNERSHIP 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