Retirement plan

HOLLAND, INC. RETIREMENT PLAN FOR WINDOW CLEANERS UNION EMPLOYEES

Name: HOLLAND, INC. - HOLLAND, INC. RETIREMENT PLAN FOR WINDOW CLEANERS UNION EMPLOYEES (2020) Form 5500
Creator: HOLLAND, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HOLLAND, INC. RETIREMENT PLAN FOR WINDOW CLEANERS UNION EMPLOYEES, HOLLAND, INC.

HOLLAND, INC.EIN 34-4420951Plan #004PY 2020

458 SECOND ST., P.O. BOX 8248 - TOLEDO, OH 43605419-691-4694

Other plans on this EIN

1 filing

#003Retirement-$4.8M assets

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$77K

+24.1% from 2019

Total participants

0.0% from 2019

Average account balance

$12,799

+24.1% from 2019

Annual return

11.94%

-4.11 pp from 2019

Benchmarks

See 14,134 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort14,134 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+7.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

1 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$716

$239 / participant

Other / not subdivided$716100.0%

% of EOY assets

0.932%

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

$12,799

$109,372-88.3%

$89,414-85.7%

$158,966-91.9%

Participation rate

100.0%

74.3%+25.7pp

68.0%+32.0pp

82.0%+18.0pp

Annual return

11.94%

345.55%-333.6pp

245.50%-233.6pp

302.95%-291.0pp

Employer contribution / active EE

$1,983

$3,171-37.5%

$2,586-23.3%

$4,762-58.4%

Participant deferral / active EE

$720

$4,598-84.3%

$3,890-81.5%

$5,983-88.0%

Admin fee / account holder

$119

$6,156-98.1%

$4,883-97.6%

$11,250-98.9%

HOLLAND, INC. RETIREMENT PLAN FOR WINDOW CLEANERS UNION EMPLOYEES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HOLLAND, INC. RETIREMENT PLAN FOR WINDOW CLEANERS UNION EMPLOYEES

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