Retirement plan

LIBERATED SYNDICATION, INC. 401(K) PLAN

Name: LIBERATED SYNDICATION, INC. - LIBERATED SYNDICATION, INC. 401(K) PLAN (2018) Form 5500
Creator: LIBERATED SYNDICATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LIBERATED SYNDICATION, INC. 401(K) PLAN, LIBERATED SYNDICATION, INC.

LIBERATED SYNDICATION, INC.EIN 47-5224851Plan #001PY 2018

5001 BAUM BLVD, SUITE 770 - PITTSBURGH, PA 152131856412-621-0902libsynpro.comLinkedIn1-10 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.6M

+1550.6% from 2017

Total participants

+345.5% from 2017

Average account balance

$75,015

+362.2% from 2017

Annual return

1556.92%

+1536.62 pp from 2017

Benchmarks

See 2,969 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants25-99

Cohort2,969 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.90M

Not enough data

1 years with asset history on file

Average account balance

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

$81K

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.

76.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$581K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+16.24%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14225

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 codes2E2F2G2J2T3D3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$325K

$3739 / participant

Other / not subdivided$325K100.0%

% of EOY assets

5.782%

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

$75,015

$58,577+28.1%

$83,323-10.0%

$64,181+16.9%

Participation rate

73.6%

72.0%+1.5pp

77.8%-4.2pp

69.6%+4.0pp

Annual return

1556.92%

9.65%+1547.3pp

10.63%+1546.3pp

7.63%+1549.3pp

Employer contribution / active EE

$1,281

$2,098-39.0%

$3,379-62.1%

$2,381-46.2%

Participant deferral / active EE

$2,188

$4,654-53.0%

$5,565-60.7%

$3,470-36.9%

Admin fee / account holder

$4,337

$9,275-53.2%

$7,539-42.5%

$4,887-11.3%

LIBERATED SYNDICATION, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LIBERATED SYNDICATION, INC. 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