Retirement plan

AMBROSE SERVICES, LLC 401(K) PLAN

Name: AMBROSE SERVICES, LLC - AMBROSE SERVICES, LLC 401(K) PLAN (2022) Form 5500
Creator: AMBROSE SERVICES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMBROSE SERVICES, LLC 401(K) PLAN, AMBROSE SERVICES, LLC

AMBROSE SERVICES, LLCEIN 46-3081985Plan #001PY 2022

8888 KEYSTONE CROSSING, SUITE 1150 - INDIANAPOLIS, IN 46240317-573-4600

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.8M

+11.3% from 2021

Total participants

+24.4% from 2021

Average account balance

$66,278

+1.0% from 2021

Annual return

-16.89%

-56.63 pp from 2021

Benchmarks

See 3,973 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants25-99

Cohort3,973 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.23M

Not enough data

1 years with asset history on file

Average account balance

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

$78K

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.

97.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.05M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+17.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$18746

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 codes2E2F2G2J2R3D

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

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

$72K

$1799 / participant

Other / not subdivided$72K100.0%

% of EOY assets

2.525%

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

$66,278

$69,012-4.0%

$160,037-58.6%

$68,490-3.2%

Participation rate

80.0%

65.4%+14.6pp

78.0%+2.0pp

67.9%+12.1pp

Annual return

-16.89%

-9.65%-7.2pp

408.95%-425.8pp

-7.85%-9.0pp

Employer contribution / active EE

$6,149

$2,212+177.9%

$4,226+45.5%

$2,597+136.8%

Participant deferral / active EE

$13,719

$4,212+225.7%

$6,184+121.9%

$4,028+240.6%

Admin fee / account holder

$1,674

$4,798-65.1%

$8,716-80.8%

$5,403-69.0%

AMBROSE SERVICES, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMBROSE SERVICES, LLC 401(K) 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