Retirement plan

BRISKMAN BRISKMAN & GREENBERG 401(K) PROFIT SHARING PLAN & TRUST

Name: BRISKMAN BRISKMAN & GREENBERG - BRISKMAN BRISKMAN & GREENBERG 401(K) PROFIT SHARING PLAN & TRUST (2020) Form 5500
Creator: BRISKMAN BRISKMAN & GREENBERG
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRISKMAN BRISKMAN & GREENBERG 401(K) PROFIT SHARING PLAN & TRUST, BRISKMAN BRISKMAN & GREENBERG

BRISKMAN BRISKMAN & GREENBERGEIN 36-3542951Plan #001PY 2020

351 WEST HUBBARD STREET, SUITE 810 - CHICAGO, IL 60654312-222-0309LinkedIn1-10 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$658K

+46.1% from 2019

Total participants

+4.0% from 2019

Average account balance

$26,328

+40.3% from 2019

Annual return

11.40%

+5.15 pp from 2019

Benchmarks

See 120,779 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort120,779 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.66M

Not enough data

1 years with asset history on file

Average account balance

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

$92K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$128K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+15.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

$996

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$896

$43 / participant

Other / not subdivided$896100.0%

% of EOY assets

0.136%

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

$26,328

$165,361-84.1%

$149,715-82.4%

$158,950-83.4%

Participation rate

95.2%

84.6%+10.7pp

82.5%+12.8pp

82.0%+13.3pp

Annual return

11.40%

348.24%-336.8pp

276.66%-265.3pp

302.91%-291.5pp

Employer contribution / active EE

$3,698

$5,103-27.5%

$4,645-20.4%

$4,762-22.3%

Participant deferral / active EE

$3,796

$7,182-47.1%

$6,842-44.5%

$5,983-36.5%

Admin fee / account holder

$36

$10,808-99.7%

$9,310-99.6%

$11,248-99.7%

BRISKMAN BRISKMAN & GREENBERG 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BRISKMAN BRISKMAN & GREENBERG 401(K) PROFIT SHARING PLAN & TRUST

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