Retirement plan

LITTLER BROKERAGE 401K PLAN

Name: LITTLER BROKERAGE COMPANY, INC. - LITTLER BROKERAGE 401K PLAN (2024) Form 5500
Creator: LITTLER BROKERAGE COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LITTLER BROKERAGE 401K PLAN, LITTLER BROKERAGE COMPANY, INC.

LITTLER BROKERAGE COMPANY, INC.EIN 58-1921719Plan #001PY 2024

1900 CENTURY PLACE, SUITE 235 - ATLANTA, GA 30345404-633-1231LinkedIn11-50 employeesfood & beverages

Prospect flagsLow participationHigh assets / participant

How to read this page

Total assets (EOY)

$849K

+15.7% from 2023

Total participants

-16.7% from 2023

Average account balance

$282,961

+15.7% from 2023

Annual return

9.97%

-3.72 pp from 2023

Benchmarks

See 23,845 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort23,845 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$849K

Not enough data

1 years with asset history on file

Average account balance

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

$283K

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.

60.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$42K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+9.97%

Not enough data

1 years with return on file

Admin fee / account holder

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

$33

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$99

$20 / participant

Other / not subdivided$99100.0%

% of EOY assets

0.012%

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

$282,961

$166,268+70.2%

$165,100+71.4%

$145,897+93.9%

Participation rate

60.0%

82.0%-22.0pp

78.6%-18.6pp

80.3%-20.3pp

Annual return

9.97%

100.52%-90.6pp

70.21%-60.2pp

552.29%-542.3pp

Employer contribution / active EE

$1,234

$5,284-76.6%

$4,348-71.6%

$4,663-73.5%

Participant deferral / active EE

$7,236

$6,964+3.9%

$6,035+19.9%

$6,689+8.2%

Admin fee / account holder

$33

$16,659-99.8%

$12,696-99.7%

$13,390-99.8%

LITTLER BROKERAGE 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LITTLER BROKERAGE 401K 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