Retirement plan

TINSLEY-BRIDGEMAN, LLC 401(K) PLAN

Name: TINSLEY-BRIDGEMAN, LLC - TINSLEY-BRIDGEMAN, LLC 401(K) PLAN (2021) Form 5500
Creator: TINSLEY-BRIDGEMAN, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TINSLEY-BRIDGEMAN, LLC 401(K) PLAN, TINSLEY-BRIDGEMAN, LLC

TINSLEY-BRIDGEMAN, LLCEIN 47-1697407Plan #001PY 2021

353 6TH STREET SW - WINTER HAVEN, FL 338803317863-299-7177

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$82K

+34.1% from 2020

Total participants

+6.7% from 2020

Average account balance

$20,432

+34.1% from 2020

Annual return

12.92%

-2.55 pp from 2020

Benchmarks

See 9,302 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort9,302 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$156K

Not enough data

1 years with asset history on file

Average account balance

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

$52K

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.

20.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$12K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$777

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

+13.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$702

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 codes2E2F2G2J2T3D

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.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$1K

$64 / participant

Other / not subdivided$1K100.0%

% of EOY assets

1.260%

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

$20,432

$110,551-81.5%

$80,741-74.7%

$167,518-87.8%

Participation rate

25.0%

64.0%-39.0pp

54.2%-29.2pp

82.1%-57.1pp

Annual return

12.92%

120.57%-107.7pp

87.30%-74.4pp

478.71%-465.8pp

Employer contribution / active EE

$259

$1,543-83.2%

$1,160-77.7%

$4,838-94.6%

Participant deferral / active EE

$549

$2,870-80.9%

$2,145-74.4%

$6,342-91.4%

Admin fee / account holder

$258

$4,547-94.3%

$3,380-92.4%

$12,312-97.9%

TINSLEY-BRIDGEMAN, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TINSLEY-BRIDGEMAN, LLC 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