Retirement plan

ART OF WHITE 401(K) PLAN

Name: ART OF WHITE, INC. - ART OF WHITE 401(K) PLAN (2018) Form 5500
Creator: ART OF WHITE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ART OF WHITE 401(K) PLAN, ART OF WHITE, INC.

ART OF WHITE, INC.EIN 46-5294870Plan #002PY 2018

105 HIGH PLAINS DRIVE - DRIPPING SPRINGS, TX 78620512-447-8633

Other plans on this EIN

1 filing

#001Retirement-$1.2M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$509K

+5.2% from 2017

Total participants

0.0% from 2017

Average account balance

$127,241

+5.2% from 2017

Annual return

-3.97%

-16.72 pp from 2017

Benchmarks

See 6,863 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort6,863 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+0.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

$6K

$2085 / participant

Other / not subdivided$6K100.0%

% of EOY assets

1.229%

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

$127,241

$158,852-19.9%

$121,220+5.0%

$135,380-6.0%

Participation rate

100.0%

79.3%+20.7pp

71.8%+28.2pp

82.6%+17.4pp

Annual return

-3.97%

-0.64%-3.3pp

16.94%-20.9pp

519.81%-523.8pp

Employer contribution / active EE

$3,934

$5,666-30.6%

$4,023-2.2%

$4,779-17.7%

Participant deferral / active EE

$11,665

$4,006+191.2%

$3,345+248.7%

$5,609+108.0%

Admin fee / account holder

$1,564

$6,515-76.0%

$5,021-68.9%

$10,828-85.6%

ART OF WHITE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ART OF WHITE 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