Retirement plan

GE BROWN 401(K) RETIREMENT PLAN

Name: BEDFORD HOSPITALITY GROUP, LLC DBA GE BROWN - GE BROWN 401(K) RETIREMENT PLAN (2022) Form 5500
Creator: BEDFORD HOSPITALITY GROUP, LLC DBA GE BROWN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GE BROWN 401(K) RETIREMENT PLAN, BEDFORD HOSPITALITY GROUP, LLC DBA GE BROWN

BEDFORD HOSPITALITY GROUP, LLC DBA GE BROWNEIN 47-3477236Plan #001PY 2022

652 OLD POST ROAD - BEDFORD, NY 10506718-216-0441

Prospect flagsLow returnsLow participation

How to read this page

Total assets (EOY)

$53K

+198.4% from 2021

Total participants

0.0% from 2021

Average account balance

$17,814

+198.4% from 2021

Annual return

-28.30%

-28.30 pp from 2021

Benchmarks

See 11,552 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort11,552 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$150K

Not enough data

1 years with asset history on file

Average account balance

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

$75K

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.

33.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$27K

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

+15.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6456

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 codes2E2J2F2G3D

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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$60

$8 / participant

Other / not subdivided$60100.0%

% of EOY assets

0.112%

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

$17,814

$84,551-78.9%

$61,452-71.0%

$134,532-86.8%

Participation rate

37.5%

62.2%-24.7pp

52.6%-15.1pp

81.2%-43.7pp

Annual return

-28.30%

585.39%-613.7pp

338.96%-367.3pp

418.27%-446.6pp

Employer contribution / active EE

$329

$1,545-78.7%

$1,160-71.6%

$4,741-93.1%

Participant deferral / active EE

$4,746

$2,818+68.4%

$2,125+123.4%

$6,401-25.9%

Admin fee / account holder

$20

$2,587-99.2%

$2,131-99.1%

$11,429-99.8%

GE BROWN 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GE BROWN 401(K) RETIREMENT 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