Retirement plan

AMMOR ARCHITECTURE LLP 401(K) PROFIT SHARING PLAN & TRUST

Name: AMMOR ARCHITECTURE LLP - AMMOR ARCHITECTURE LLP 401(K) PROFIT SHARING PLAN & TRUST (2022) Form 5500
Creator: AMMOR ARCHITECTURE LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMMOR ARCHITECTURE LLP 401(K) PROFIT SHARING PLAN & TRUST, AMMOR ARCHITECTURE LLP

AMMOR ARCHITECTURE LLPEIN 46-1978281Plan #001PY 2022

36 EAST 23RD STREET #8F - NEW YORK, NY 10010917-554-4681ammorllp.comLinkedIn1-10 employeesarchitecture & planning

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$122K

+54.8% from 2021

Total participants

-14.3% from 2021

Average account balance

$24,303

+85.8% from 2021

Annual return

-25.82%

-43.05 pp from 2021

Benchmarks

See 22,362 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort22,362 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$433K

Not enough data

1 years with asset history on file

Average account balance

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

$87K

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

$100K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+18.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12359

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 codes2E2F2G2J2T3D

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

$391 / participant

Other / not subdivided$2K100.0%

% of EOY assets

1.930%

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

$24,303

$100,811-75.9%

$86,698-72.0%

$134,545-81.9%

Participation rate

83.3%

79.0%+4.4pp

76.6%+6.7pp

81.2%+2.1pp

Annual return

-25.82%

29.11%-54.9pp

35.96%-61.8pp

418.37%-444.2pp

Employer contribution / active EE

$2,923

$3,490-16.2%

$2,837+3.1%

$4,742-38.3%

Participant deferral / active EE

$7,897

$5,339+47.9%

$4,656+69.6%

$6,401+23.4%

Admin fee / account holder

$469

$10,926-95.7%

$7,492-93.7%

$11,431-95.9%

AMMOR ARCHITECTURE LLP 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMMOR ARCHITECTURE LLP 401(K) PROFIT SHARING PLAN & TRUST

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