Retirement plan

STRUNK DODGE AIKEN ZOVAS, LLC 401(K) PROFIT SHARING PLAN

Name: STRUNK DODGE AIKEN ZOVAS, LLC - STRUNK DODGE AIKEN ZOVAS, LLC 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: STRUNK DODGE AIKEN ZOVAS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STRUNK DODGE AIKEN ZOVAS, LLC 401(K) PROFIT SHARING PLAN, STRUNK DODGE AIKEN ZOVAS, LLC

STRUNK DODGE AIKEN ZOVAS, LLCEIN 47-0983472Plan #001PY 2020

200 CORPORATE PL, STE 100 - ROCKY HILL, CT 06067860-785-4500LinkedIn11-50 employeeslegal services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$8.1M

+46.1% from 2019

Total participants

-9.8% from 2019

Average account balance

$218,133

+61.9% from 2019

Annual return

38.48%

-44.31 pp from 2019

Benchmarks

See 26,426 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort26,426 peers

Snapshot2020

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

$14.42M

Not enough data

1 years with asset history on file

Average account balance

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

$328K

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.

102.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$846K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+16.71%

Not enough data

1 years with return on file

Admin fee / account holder

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

$28793

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2F2G2T3D2E2J2R

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.
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

$10K

$356 / participant

Other / not subdivided$10K100.0%

% 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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$218,133

$98,750+120.9%

$149,696+45.7%

$79,858+173.2%

Participation rate

100.0%

75.8%+24.2pp

82.5%+17.5pp

69.6%+30.4pp

Annual return

38.48%

27.43%+11.1pp

276.60%-238.1pp

31.71%+6.8pp

Employer contribution / active EE

$7,579

$3,216+135.6%

$4,644+63.2%

$2,471+206.7%

Participant deferral / active EE

$7,730

$5,680+36.1%

$6,842+13.0%

$3,740+106.7%

Admin fee / account holder

$270

$6,053-95.5%

$9,309-97.1%

$5,306-94.9%

STRUNK DODGE AIKEN ZOVAS, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STRUNK DODGE AIKEN ZOVAS, 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