Retirement plan

BRONNER DISPLAY & SIGN ADVERTISING, INC. PROFIT SHARING PLAN

Name: BRONNER DISPLAY & SIGN ADVERTISING, INC. - BRONNER DISPLAY & SIGN ADVERTISING, INC. PROFIT SHARING PLAN (2024) Form 5500
Creator: BRONNER DISPLAY & SIGN ADVERTISING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRONNER DISPLAY & SIGN ADVERTISING, INC. PROFIT SHARING PLAN, BRONNER DISPLAY & SIGN ADVERTISING, INC.

BRONNER DISPLAY & SIGN ADVERTISING, INC.EIN 38-1630030Plan #001PY 2024

25 CHRISTMAS LANE, PO BOX 176 - FRANKENMUTH, MI 487340176989-652-9931bronnerscommercial.comLinkedIn1-10 employeesmarketing and advertising

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$38.3M

+15.9% from 2023

Total participants

288

+15.2% from 2023

Average account balance

$158,824

+12.5% from 2023

Annual return

16.85%

-4.15 pp from 2023

Benchmarks

See 490 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants100-249

Cohort490 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$38.28M

Not enough data

1 years with asset history on file

Average account balance

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

$159K

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.

241

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.

80.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.15M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+16.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$249

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

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
PNC BANK, N.A.2 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146430	Advisory (Plan)	$36,611
NEWPORT GROUP, INC.6 years Service code 15 · EIN 27-2037969	Recordkeeping	$12,712
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131	Bank Trustee	$10,605

Plan features & details

Pension benefit codes2E3D2G2J2F2T

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

$60K

$244 / participant

Trustee / custodial$11K17.7%
Investment mgmt$37K61.1%
Contract admin$13K21.2%

% of EOY assets

0.157%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: YEO & YEO, P.C.
Auditor EIN: 382706146
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$158,824

$59,006+169.2%

$97,260+63.3%

$74,459+113.3%

Participation rate

80.9%

63.7%+17.2pp

72.7%+8.2pp

67.2%+13.7pp

Annual return

16.85%

16.04%+0.8pp

75.54%-58.7pp

1369.70%-1352.8pp

Employer contribution / active EE

$2,673

$1,894+41.2%

$2,721-1.8%

$2,626+1.8%

Participant deferral / active EE

$2,019

$3,671-45.0%

$4,262-52.6%

$4,350-53.6%

Admin fee / account holder

$249

$1,974-87.4%

$5,640-95.6%

$1,945-87.2%

Provider

Service type

Compensation

PNC BANK, N.A.2 years

Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT

Service code 27 · EIN 22-1146430

Advisory (Plan)

$36,611

NEWPORT GROUP, INC.6 years

Service code 15 · EIN 27-2037969

Recordkeeping

$12,712

NEWPORT GROUP, INC.3 years

Filed as: NEWPORT TRUST COMPANY

Service code 21 · EIN 27-4411131

Bank Trustee

$10,605

BRONNER DISPLAY & SIGN ADVERTISING, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BRONNER DISPLAY & SIGN ADVERTISING, INC. 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