Retirement plan

STONEWOOD LANDSHAPING 401(K) PROFIT SHARING PLAN

Name: STONEWOOD LANDSHAPING - STONEWOOD LANDSHAPING 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: STONEWOOD LANDSHAPING
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STONEWOOD LANDSHAPING 401(K) PROFIT SHARING PLAN, STONEWOOD LANDSHAPING

STONEWOOD LANDSHAPINGEIN 46-4422918Plan #001PY 2024

3158 WENTLING SCHOOLHOUSE RD - EAST GRANVILLE, PA 18041610-721-2447stonewoodlandshaping.comLinkedIn11-50 employeesconsumer services

Prospect flagsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$163K

+179.3% from 2023

Total participants

+150.0% from 2023

Average account balance

$12,540

+28.9% from 2023

Annual return

25.57%

+5.50 pp from 2023

Benchmarks

See 54,915 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort54,915 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$272K

Not enough data

1 years with asset history on file

Average account balance

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

$19K

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.

93.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$165K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+16.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6090

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 codes2E2J2F2G2R3D3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
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

$5K

$505 / participant

Other / not subdivided$5K100.0%

% of EOY assets

3.095%

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

$12,540

$111,814-88.8%

$103,378-87.9%

$145,978-91.4%

Participation rate

80.0%

77.9%+2.1pp

74.5%+5.5pp

80.3%-0.3pp

Annual return

25.57%

24.80%+0.8pp

24.91%+0.7pp

550.52%-524.9pp

Employer contribution / active EE

$9,046

$4,215+114.6%

$3,870+133.7%

$4,662+94.0%

Participant deferral / active EE

$290

$5,618-94.8%

$5,058-94.3%

$6,690-95.7%

Admin fee / account holder

$388

$9,764-96.0%

$8,401-95.4%

$13,400-97.1%

STONEWOOD LANDSHAPING 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STONEWOOD LANDSHAPING 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