Retirement plan

DAHLEM AND ASSOCIATES LLC 401(K) PROFIT SHARING PLAN

Name: DAHLEM AND ASSOCIATES LLC - DAHLEM AND ASSOCIATES LLC 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: DAHLEM AND ASSOCIATES LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DAHLEM AND ASSOCIATES LLC 401(K) PROFIT SHARING PLAN, DAHLEM AND ASSOCIATES LLC

DAHLEM AND ASSOCIATES LLCEIN 46-3740119Plan #001PY 2019

1265 MANOR DRIVE - PITTSBURGH, PA 15241412-287-2183

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$282K

+81.7% from 2018

Total participants

+40.0% from 2018

Average account balance

$47,064

+51.4% from 2018

Annual return

28.36%

+39.52 pp from 2018

Benchmarks

See 119,339 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort119,339 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.40M

Not enough data

1 years with asset history on file

Average account balance

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

$160K

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.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$304K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$34K

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

+19.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$642

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 codes2E2F2J2T3D

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).
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

$350

$50 / participant

Other / not subdivided$350100.0%

% of EOY assets

0.124%

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

$47,064

$157,296-70.1%

$141,191-66.7%

$152,897-69.2%

Participation rate

85.7%

84.8%+0.9pp

82.5%+3.2pp

82.5%+3.3pp

Annual return

28.36%

64.34%-36.0pp

71.41%-43.0pp

345.43%-317.1pp

Employer contribution / active EE

$1,498

$5,262-71.5%

$4,736-68.4%

$4,764-68.6%

Participant deferral / active EE

$10,389

$7,111+46.1%

$6,710+54.8%

$5,851+77.5%

Admin fee / account holder

$58

$12,125-99.5%

$10,264-99.4%

$11,599-99.5%

DAHLEM AND ASSOCIATES LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DAHLEM AND ASSOCIATES LLC 401(K) 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