Retirement plan

MOVING TRADITIONS 401 K PROFIT SHARING PLAN TRUST

Name: MOVING TRADITIONS - MOVING TRADITIONS 401 K PROFIT SHARING PLAN TRUST (2018) Form 5500
Creator: MOVING TRADITIONS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MOVING TRADITIONS 401 K PROFIT SHARING PLAN TRUST, MOVING TRADITIONS

MOVING TRADITIONSEIN 34-2015014Plan #001PY 2018

8380 OLD YORK ROAD, SUITE 4300 - ELKINS PARK, PA 190271575215-887-4511movingtraditions.orgLinkedIn11-50 employeesreligious institutions

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$364K

+27.2% from 2017

Total participants

+37.5% from 2017

Average account balance

$17,343

-39.4% from 2017

Annual return

-10.22%

-32.08 pp from 2017

Benchmarks

See 5,836 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort5,836 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.07M

Not enough data

1 years with asset history on file

Average account balance

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

$71K

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.

116.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$199K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+18.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8585

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 codes2E2T2G2J3D2F

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.
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

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$2K

$114 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.597%

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

$17,343

$69,541-75.1%

$59,899-71.0%

$135,380-87.2%

Participation rate

94.7%

77.8%+16.9pp

74.7%+20.0pp

82.6%+12.1pp

Annual return

-10.22%

7.95%-18.2pp

3.46%-13.7pp

519.81%-530.0pp

Employer contribution / active EE

$2,146

$3,236-33.7%

$2,723-21.2%

$4,779-55.1%

Participant deferral / active EE

$3,499

$4,206-16.8%

$3,402+2.8%

$5,609-37.6%

Admin fee / account holder

$104

$5,737-98.2%

$3,592-97.1%

$10,828-99.0%

MOVING TRADITIONS 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MOVING TRADITIONS 401 K PROFIT SHARING PLAN 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