Retirement plan

AMPLIFIED EVENT STRATEGY, LLC 401(K) RETIREMENT PLAN

Name: AMPLIFIED EVENT STRATEGY, LLC - AMPLIFIED EVENT STRATEGY, LLC 401(K) RETIREMENT PLAN (2019) Form 5500
Creator: AMPLIFIED EVENT STRATEGY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMPLIFIED EVENT STRATEGY, LLC 401(K) RETIREMENT PLAN, AMPLIFIED EVENT STRATEGY, LLC

AMPLIFIED EVENT STRATEGY, LLCEIN 46-4440236Plan #001PY 2019

92 HORATIO STREET, APT 3D - NEW YORK, NY 10014646-284-5381

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$81K

+78.9% from 2018

Total participants

0.0% from 2018

Average account balance

$40,255

+78.9% from 2018

Annual return

17.26%

+25.56 pp from 2018

Benchmarks

See 119,358 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort119,358 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$542K

Not enough data

1 years with asset history on file

Average account balance

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

$271K

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

$101K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$50K

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

+12.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2459

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 codes2E2F2G2J3D

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.
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

$815

$408 / participant

Other / not subdivided$815100.0%

% of EOY assets

1.012%

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

$40,255

$157,276-74.4%

$141,177-71.5%

$152,885-73.7%

Participation rate

100.0%

84.8%+15.2pp

82.5%+17.5pp

Annual return

17.26%

64.33%-47.1pp

71.40%-54.1pp

345.39%-328.1pp

Employer contribution / active EE

$3,587

$5,262-31.8%

$4,736-24.3%

$4,763-24.7%

Participant deferral / active EE

$10,288

$7,110+44.7%

$6,710+53.3%

$5,851+75.8%

Admin fee / account holder

$408

$12,123-96.6%

$10,263-96.0%

$11,598-96.5%

AMPLIFIED EVENT STRATEGY, LLC 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMPLIFIED EVENT STRATEGY, LLC 401(K) RETIREMENT 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