Retirement plan

WARMUS & ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST

Name: WARMUS & ASSOCIATES, INC. - WARMUS & ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST (2015) Form 5500
Creator: WARMUS & ASSOCIATES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WARMUS & ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST, WARMUS & ASSOCIATES, INC.

WARMUS & ASSOCIATES, INC.EIN 34-1324167Plan #001PY 2015

P.O. BOX 807, 44210-0807 - BATH, OH 442100807330-659-4440LinkedIn11-50 employeesarchitecture & planning

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$14.3M

No prior year

Total participants

No prior year

Average account balance

$955,137

No prior year

Annual return

8.68%

No prior year

Benchmarks

See 103,909 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort103,909 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$33.05M

Not enough data

1 years with asset history on file

Average account balance

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

$3.3M

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

$44K

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

+19.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

$117020

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 codes2E2J2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$496K

$49600 / participant

Other / not subdivided$496K100.0%

% of EOY assets

3.462%

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

$955,137

$127,387+649.8%

$115,038+730.3%

$125,389+661.7%

Participation rate

100.0%

84.2%+15.8pp

81.4%+18.6pp

83.2%+16.8pp

Annual return

8.68%

31.28%-22.6pp

26.14%-17.5pp

282.24%-273.6pp

Employer contribution / active EE

$4,360

$5,166-15.6%

$4,608-5.4%

$4,866-10.4%

Participant deferral / active EE

$3,600

$6,423-44.0%

$6,026-40.3%

$5,352-32.7%

Admin fee / account holder

$33,067

$9,516+247.5%

$8,175+304.5%

$9,541+246.6%

WARMUS & ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WARMUS & ASSOCIATES, INC. 401K 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