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 (2020) 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 2020

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

Other plans on this EIN

1 filing

#001Retirement-$2.9M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$436K

+39.3% from 2019

Total participants

0.0% from 2019

Average account balance

$145,490

+39.3% from 2019

Annual return

10.07%

-5.69 pp from 2019

Benchmarks

See 32,149 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort32,149 peers

Snapshot2020

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

$1K

$456 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.313%

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

$145,490

$197,637-26.4%

$177,848-18.2%

$158,982-8.5%

Participation rate

100.0%

88.5%+11.5pp

87.7%+12.3pp

82.0%+18.0pp

Annual return

10.07%

58.77%-48.7pp

48.33%-38.3pp

302.99%-292.9pp

Employer contribution / active EE

$15,320

$6,698+128.7%

$5,919+158.8%

$4,763+221.7%

Participant deferral / active EE

$15,167

$8,405+80.5%

$7,714+96.6%

$5,983+153.5%

Admin fee / account holder

$456

$15,406-97.0%

$12,431-96.3%

$11,252-95.9%

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