Retirement plan

HISPANIC HOUSING DEVELOPMENT CORPORATION 401KRETIREMENT PLAN

Name: HISPANIC HOUSING DEVELOPMENT CORPORATION C/O CARNOW AND ASSOCIATES, LT - HISPANIC HOUSING DEVELOPMENT CORPORATION 401KRETIREMENT PLAN (2017) Form 5500
Creator: HISPANIC HOUSING DEVELOPMENT CORPORATION C/O CARNOW AND ASSOCIATES, LT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HISPANIC HOUSING DEVELOPMENT CORPORATION 401KRETIREMENT PLAN, HISPANIC HOUSING DEVELOPMENT CORPORATION C/O CARNOW AND ASSOCIATES, LT

HISPANIC HOUSING DEVELOPMENT CORPORATION C/O CARNOW AND ASSOCIATES, LTdba C/O CARNOW AND ASSOCIATES, LTD.EIN 36-2889871Plan #002PY 2017

778 FRONTAGE ROAD - NORTHFIELD, IL 60093312-602-6500hispanichousingdevelopment.comLinkedIn51-200 employeesreal estate

Prospect flagsCorrective distributions

Top hat statement on fileNQDC

Filed August 13, 1

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

Open the filing PDF

How to read this page

Total assets (EOY)

$5.3M

+25.0% from 2016

Total participants

148

+8.0% from 2016

Average account balance

$36,104

+27.6% from 2016

Annual return

18.64%

+12.39 pp from 2016

Benchmarks

See 939 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants100-249

Cohort939 peers

Snapshot2017

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

$6.66M

Not enough data

1 years with asset history on file

Average account balance

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

$43K

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.

156

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.

91.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$830K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+11.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$309

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

1 years with F_SCH_H allocation on file

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Service providers

Top 3 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: GREAT-WEST LIFE & ANN. INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$9,855
MESIROW FINANCIAL INVESTMENT MANAGE1 year Filed as: MESIROW FIN. INV. MNGMT INC. Service code 27 353 N. CLARK STREET · CHICAGO, IL 60654	Advisory (Plan)	$7,420
CARNOW AND ASSOCIATES, LTD.1 year Service code 13 778 FRONTAGE ROAD, STE. 101 · NORTHFIELD, IL 60093	Contract Administrator	$3,500

Plan features & details

Pension benefit codes2A2E2F2G2J3D3H

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$40K

$403 / participant

Investment mgmt$40K100.0%

% of EOY assets

0.759%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: PLANTE MORAN
Auditor EIN: 381357951
Audit fees: (not subdivided)
Opinion code: Disclaimer

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$36,104

$52,639-31.4%

$185,117-80.5%

$62,292-42.0%

Participation rate

99.0%

63.9%+35.1pp

77.3%+21.7pp

69.5%+29.5pp

Annual return

18.64%

19.57%-0.9pp

40.50%-21.9pp

28.90%-10.3pp

Employer contribution / active EE

$4,711

$1,483+217.7%

$4,182+12.7%

$2,042+130.7%

Participant deferral / active EE

$2,153

$3,097-30.5%

$5,045-57.3%

$3,169-32.0%

Admin fee / account holder

$274

$374-26.7%

$8,159-96.6%

$479-42.9%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: GREAT-WEST LIFE & ANN. INS. CO.

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$9,855

MESIROW FINANCIAL INVESTMENT MANAGE1 year

Filed as: MESIROW FIN. INV. MNGMT INC.

Service code 27

353 N. CLARK STREET · CHICAGO, IL 60654

Advisory (Plan)

$7,420

CARNOW AND ASSOCIATES, LTD.1 year

Service code 13

778 FRONTAGE ROAD, STE. 101 · NORTHFIELD, IL 60093

Contract Administrator

$3,500

HISPANIC HOUSING DEVELOPMENT CORPORATION 401KRETIREMENT PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HISPANIC HOUSING DEVELOPMENT CORPORATION 401KRETIREMENT PLAN

Top hat statement on fileNQDC

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