Retirement plan

WRIGLEY MANAGEMENT GROUP EMPLOYEES SAVINGS PLAN

Name: WRIGLEY MANAGEMENT INC. - WRIGLEY MANAGEMENT GROUP EMPLOYEES SAVINGS PLAN (2020) Form 5500
Creator: WRIGLEY MANAGEMENT INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WRIGLEY MANAGEMENT GROUP EMPLOYEES SAVINGS PLAN, WRIGLEY MANAGEMENT INC.

WRIGLEY MANAGEMENT INC.EIN 36-4050439Plan #002PY 2020

1 NORTH FRANKLIN STREET, SUITE 3175 - CHICAGO, IL 606064425312-832-6115LinkedIn11-50 employeesinvestment management

Other plans on this EIN

1 filing

#001Retirement--

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$3.2M

+426.8% from 2019

Total participants

+12.5% from 2019

Average account balance

$79,950

+374.1% from 2019

Annual return

345.33%

+345.33 pp from 2019

Benchmarks

See 26,426 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort26,426 peers

Snapshot2020

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$6.29M

Not enough data

1 years with asset history on file

Average account balance

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

$116K

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.

122.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$688K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+13.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1800

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

See the 6-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

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 codes2E2F2G2J2R3D3H

Plan features

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$11K

$301 / participant

Other / not subdivided$11K100.0%

% of EOY assets

0.358%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$79,950

$98,750-19.0%

$149,696-46.6%

$79,858+0.1%

Participation rate

86.8%

75.8%+11.1pp

82.5%+4.4pp

69.6%+17.2pp

Annual return

345.33%

27.43%+317.9pp

276.60%+68.7pp

31.71%+313.6pp

Employer contribution / active EE

$4,060

$3,216+26.2%

$4,644-12.6%

$2,471+64.3%

Participant deferral / active EE

$9,253

$5,680+62.9%

$6,842+35.2%

$3,740+147.4%

Admin fee / account holder

$286

$6,053-95.3%

$9,309-96.9%

$5,306-94.6%

WRIGLEY MANAGEMENT GROUP EMPLOYEES SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WRIGLEY MANAGEMENT GROUP EMPLOYEES SAVINGS 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