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 (2018) 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 2018

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

Other plans on this EIN

1 filing

#001Retirement-$1.9M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$265K

+35.9% from 2017

Total participants

0.0% from 2017

Average account balance

$88,394

+35.9% from 2017

Annual return

-6.13%

-16.58 pp from 2017

Benchmarks

See 31,466 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort31,466 peers

Snapshot2018

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$259

$86 / participant

Other / not subdivided$259100.0%

% of EOY assets

0.098%

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

$88,394

$160,059-44.8%

$140,019-36.9%

$135,380-34.7%

Participation rate

100.0%

88.5%+11.5pp

87.5%+12.5pp

82.6%+17.4pp

Annual return

-6.13%

911.48%-917.6pp

651.17%-657.3pp

519.81%-525.9pp

Employer contribution / active EE

$13,008

$6,420+102.6%

$5,605+132.1%

$4,779+172.2%

Participant deferral / active EE

$14,333

$7,641+87.6%

$6,927+106.9%

$5,609+155.5%

Admin fee / account holder

$86

$13,328-99.4%

$10,705-99.2%

$10,828-99.2%

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