Retirement plan

COOK, BARKETT, PONDER AND WOLZ 401K PLAN

Name: COOK, BARKETT, PONDER AND WOLZ, LLC - COOK, BARKETT, PONDER AND WOLZ 401K PLAN (2024) Form 5500
Creator: COOK, BARKETT, PONDER AND WOLZ, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COOK, BARKETT, PONDER AND WOLZ 401K PLAN, COOK, BARKETT, PONDER AND WOLZ, LLC

COOK, BARKETT, PONDER AND WOLZ, LLCEIN 43-1216231Plan #002PY 2024

1610 N. KINGSHIGHWAY, SUITE 201 - CAPE GIRARDEAU, MO 63701573-335-6651cbpw-law.comLinkedIn11-50 employeeslegal services

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$1M

+23.0% from 2023

Total participants

+25.0% from 2023

Average account balance

$55,584

-4.4% from 2023

Annual return

12.22%

+0.71 pp from 2023

Benchmarks

See 143,415 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort143,415 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.00M

Not enough data

1 years with asset history on file

Average account balance

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

$56K

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.

138.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$100K

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

+12.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1295

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 codes2E2G2J2R3B3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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

$23K

$1793 / participant

Other / not subdivided$23K100.0%

% of EOY assets

2.330%

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

$55,584

$160,070-65.3%

$147,117-62.2%

$145,897-61.9%

Participation rate

84.6%

84.0%+0.6pp

82.2%+2.4pp

80.3%+4.3pp

Annual return

12.22%

98.69%-86.5pp

420.54%-408.3pp

552.29%-540.1pp

Employer contribution / active EE

$1,436

$5,285-72.8%

$4,932-70.9%

$4,663-69.2%

Participant deferral / active EE

$6,260

$8,419-25.7%

$8,065-22.4%

$6,689-6.4%

Admin fee / account holder

$1,295

$15,035-91.4%

$12,993-90.0%

$13,390-90.3%

COOK, BARKETT, PONDER AND WOLZ 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COOK, BARKETT, PONDER AND WOLZ 401K 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