Retirement plan

A HOLDING COMPANY, LLC 401(K) PROFIT SHARING PLAN

Name: A HOLDING COMPANY, LLC - A HOLDING COMPANY, LLC 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: A HOLDING COMPANY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, A HOLDING COMPANY, LLC 401(K) PROFIT SHARING PLAN, A HOLDING COMPANY, LLC

A HOLDING COMPANY, LLCEIN 46-5629344Plan #001PY 2018

2000 JAMES STREET, SUITE 111 - CORALVILLE, IA 52241319-338-7068

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$299K

No prior year

Total participants

No prior year

Average account balance

$4,392

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 3,521 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants25-99

Cohort3,521 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$275K

Not enough data

1 years with asset history on file

Average account balance

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

$14K

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.

76.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$95K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+14.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4257

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 codes2E2F2G2J2T3B3D

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.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$725

$14 / participant

Other / not subdivided$725100.0%

% of EOY assets

0.243%

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

$4,392

$56,484-92.2%

$169,452-97.4%

$64,173-93.2%

Participation rate

100.0%

64.5%+35.5pp

77.8%+22.2pp

69.6%+30.4pp

Annual return

0.00%

-1.55%+1.6pp

1.83%-1.8pp

7.63%-7.6pp

Employer contribution / active EE

$2,492

$1,832+36.0%

$4,157-40.1%

$2,381+4.7%

Participant deferral / active EE

$1,970

$3,448-42.9%

$5,277-62.7%

$3,470-43.2%

Admin fee / account holder

$11

$4,174-99.7%

$9,110-99.9%

$4,887-99.8%

A HOLDING COMPANY, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

A HOLDING COMPANY, 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