Retirement plan

CHICK-FIL-A 851-2095 401(K) PLAN

Name: W.E. HASSLER ENTERPRISE, INC. - CHICK-FIL-A 851-2095 401(K) PLAN (2020) Form 5500
Creator: W.E. HASSLER ENTERPRISE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHICK-FIL-A 851-2095 401(K) PLAN, W.E. HASSLER ENTERPRISE, INC.

W.E. HASSLER ENTERPRISE, INC.EIN 47-1869234Plan #001PY 2020

4700 S COOPER ST - ARLINGTON, TX 760175925817-465-6631

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$352K

+65.5% from 2019

Total participants

-12.8% from 2019

Average account balance

$29,327

+51.7% from 2019

Annual return

20.02%

-4.96 pp from 2019

Benchmarks

See 3,552 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants25-99

Cohort3,552 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$833K

Not enough data

1 years with asset history on file

Average account balance

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

$49K

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

$115K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+16.25%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1311

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

$3K

$95 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.918%

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

$29,327

$37,436-21.7%

$77,513-62.2%

$79,858-63.3%

Participation rate

35.3%

41.5%-6.2pp

54.2%-18.9pp

69.6%-34.3pp

Annual return

20.02%

39.75%-19.7pp

54.81%-34.8pp

31.72%-11.7pp

Employer contribution / active EE

$696

$637+9.2%

$987-29.5%

$2,471-71.8%

Participant deferral / active EE

$2,243

$1,261+78.0%

$1,861+20.5%

$3,740-40.0%

Admin fee / account holder

$269

$2,505-89.3%

$2,859-90.6%

$5,306-94.9%

CHICK-FIL-A 851-2095 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHICK-FIL-A 851-2095 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