Retirement plan

GERALD ALCOCK COMPANY, L.L.C. EMPLOYEES' SAVINGS PLAN

Name: GERALD ALCOCK COMPANY, L.L.C. - GERALD ALCOCK COMPANY, L.L.C. EMPLOYEES' SAVINGS PLAN (2020) Form 5500
Creator: GERALD ALCOCK COMPANY, L.L.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GERALD ALCOCK COMPANY, L.L.C. EMPLOYEES' SAVINGS PLAN, GERALD ALCOCK COMPANY, L.L.C.

GERALD ALCOCK COMPANY, L.L.C.EIN 38-3212741Plan #002PY 2020

315 E EISENHOWER PKWY #5 - ANN ARBOR, MI 48108734-994-0554geraldalcock.comLinkedIn11-50 employeesreal estate

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$3.7M

+27.2% from 2019

Total participants

+6.7% from 2019

Average account balance

$260,886

+27.2% from 2019

Annual return

23.10%

-2.80 pp from 2019

Benchmarks

See 16,000 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort16,000 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.44M

Not enough data

1 years with asset history on file

Average account balance

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

$536K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$125K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+8.86%

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

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 codes2E2J2F2G3D2R

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.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$260,886

$228,395+14.2%

$185,861+40.4%

$158,982+64.1%

Participation rate

85.7%

82.3%+3.4pp

78.0%+7.7pp

82.0%+3.7pp

Annual return

23.10%

40.82%-17.7pp

35.96%-12.9pp

302.99%-279.9pp

Employer contribution / active EE

$4,968-100.0%

$4,088-100.0%

$4,763-100.0%

Participant deferral / active EE

$8,475

$6,417+32.1%

$5,634+50.4%

$5,983+41.6%

Admin fee / account holder

$11,869-100.0%

$9,503-100.0%

$11,252-100.0%

GERALD ALCOCK COMPANY, L.L.C. EMPLOYEES' SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

GERALD ALCOCK COMPANY, L.L.C. EMPLOYEES' SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion