Retirement plan

AIRSMAN-HIRES FUNERAL HOME, P.C. 401K PROFIT SHARING PLAN

Name: AIRSMAN-HIRES FUNERAL HOME, P.C. - AIRSMAN-HIRES FUNERAL HOME, P.C. 401K PROFIT SHARING PLAN (2024) Form 5500
Creator: AIRSMAN-HIRES FUNERAL HOME, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AIRSMAN-HIRES FUNERAL HOME, P.C. 401K PROFIT SHARING PLAN, AIRSMAN-HIRES FUNERAL HOME, P.C.

AIRSMAN-HIRES FUNERAL HOME, P.C.EIN 37-1061852Plan #001PY 2024

1405 LINCOLN AVE - JACKSONVILLE, IL 626504005217-243-1010

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3M

+16.2% from 2023

Total participants

0.0% from 2023

Average account balance

$121,507

+16.2% from 2023

Annual return

12.27%

-2.23 pp from 2023

Benchmarks

See 50,137 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort50,137 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.04M

Not enough data

1 years with asset history on file

Average account balance

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

$122K

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.

131.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$149K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+12.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1834

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 codes2E2J3D

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.
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

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

$46K

$2413 / participant

Other / not subdivided$46K100.0%

% of EOY assets

1.509%

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

$121,507

$88,710+37.0%

$81,783+48.6%

$145,959-16.8%

Participation rate

100.0%

75.0%+25.0pp

72.4%+27.6pp

80.3%+19.7pp

Annual return

12.27%

1027.26%-1015.0pp

775.05%-762.8pp

561.95%-549.7pp

Employer contribution / active EE

$3,557

$3,083+15.4%

$2,913+22.1%

$4,661-23.7%

Participant deferral / active EE

$4,265

$4,645-8.2%

$4,320-1.3%

$6,689-36.2%

Admin fee / account holder

$1,834

$8,407-78.2%

$7,380-75.2%

$13,398-86.3%

AIRSMAN-HIRES FUNERAL HOME, P.C. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AIRSMAN-HIRES FUNERAL HOME, P.C. 401K 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