Retirement plan

DOUBLE A SALES SOUTHWEST, LLC 401(K) PLAN AND TRUST

Name: DOUBLE A SALES SOUTHWEST, LLC - DOUBLE A SALES SOUTHWEST, LLC 401(K) PLAN AND TRUST (2021) Form 5500
Creator: DOUBLE A SALES SOUTHWEST, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DOUBLE A SALES SOUTHWEST, LLC 401(K) PLAN AND TRUST, DOUBLE A SALES SOUTHWEST, LLC

DOUBLE A SALES SOUTHWEST, LLCEIN 47-3450256Plan #002PY 2021

21320 N. 56TH ST, UNIT 2028 - PHOENIX, AZ 85054602-359-9907doubleasales.comLinkedIn1-10 employeesconstruction

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$654K

No prior year

Total participants

No prior year

Average account balance

$217,841

No prior year

Annual return

18.28%

No prior year

Benchmarks

See 22,588 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,588 peers

Snapshot2021

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

+11.87%

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 codes2E2J3D

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.
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

$7K

$2272 / participant

Other / not subdivided$7K100.0%

% of EOY assets

1.043%

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

$217,841

$176,786+23.2%

$146,643+48.6%

$167,536+30.0%

Participation rate

100.0%

83.6%+16.4pp

80.1%+19.9pp

82.1%+17.9pp

Annual return

18.28%

24.04%-5.8pp

22.75%-4.5pp

478.82%-460.5pp

Employer contribution / active EE

$3,788

$5,161-26.6%

$4,137-8.4%

$4,839-21.7%

Participant deferral / active EE

$17,333

$6,440+169.1%

$5,506+214.8%

$6,342+173.3%

Admin fee / account holder

$2,272

$13,262-82.9%

$10,280-77.9%

$12,315-81.6%

DOUBLE A SALES SOUTHWEST, LLC 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DOUBLE A SALES SOUTHWEST, LLC 401(K) PLAN AND TRUST

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