Retirement plan

WARREN ENSKAT HOLDING CO., LLC 401(K) PROFIT SHARING PLAN

Name: WARREN ENSKAT HOLDING CO., LLC - WARREN ENSKAT HOLDING CO., LLC 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: WARREN ENSKAT HOLDING CO., LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WARREN ENSKAT HOLDING CO., LLC 401(K) PROFIT SHARING PLAN, WARREN ENSKAT HOLDING CO., LLC

WARREN ENSKAT HOLDING CO., LLCEIN 35-2475748Plan #002PY 2024

7216 PASADENA GLEN - LAKEWOOD RANCH, FL 34202212-752-7025

Other plans on this EIN

1 filing

#001Retirement-$4.1M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$707K

+23.6% from 2023

Total participants

0.0% from 2023

Average account balance

$235,679

+23.6% from 2023

Annual return

13.56%

+14.27 pp from 2023

Benchmarks

See 37,071 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort37,071 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$707K

Not enough data

1 years with asset history on file

Average account balance

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

$236K

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

$57K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+13.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2359

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 codes2E2J

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.

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

$7K

$2359 / participant

Other / not subdivided$7K100.0%

% of EOY assets

1.001%

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

$235,679

$201,370+17.0%

$184,256+27.9%

$145,897+61.5%

Participation rate

100.0%

87.5%+12.5pp

86.8%+13.2pp

80.3%+19.7pp

Annual return

13.56%

29.05%-15.5pp

28.85%-15.3pp

552.29%-538.7pp

Employer contribution / active EE

$8,979

$7,024+27.8%

$6,427+39.7%

$4,663+92.6%

Participant deferral / active EE

$10,167

$9,808+3.7%

$9,133+11.3%

$6,689+52.0%

Admin fee / account holder

$2,359

$16,364-85.6%

$13,899-83.0%

$13,390-82.4%

WARREN ENSKAT HOLDING CO., LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WARREN ENSKAT HOLDING CO., LLC 401(K) PROFIT SHARING 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