Retirement plan

CHARLESTON ENT ASSOCIATES, L. L. C. PROFIT SHARING PLAN AND TRUST

Name: CHARLESTON ENT ASSOCIATES, L. L. C. - CHARLESTON ENT ASSOCIATES, L. L. C. PROFIT SHARING PLAN AND TRUST (2018) Form 5500
Creator: CHARLESTON ENT ASSOCIATES, L. L. C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHARLESTON ENT ASSOCIATES, L. L. C. PROFIT SHARING PLAN AND TRUST, CHARLESTON ENT ASSOCIATES, L. L. C.

CHARLESTON ENT ASSOCIATES, L. L. C.EIN 58-2281023Plan #001PY 2018

2295 HENRY TECKLENBURG DRIVE - CHARLESTON, SC 29414843-766-7103cdbta.comLinkedIn1-10 employeesmental health care

Other plans on this EIN

1 filing

#002Retirement-$9.5M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$17.5M

-12.8% from 2017

Total participants

298

-13.6% from 2017

Average account balance

$61,989

+6.0% from 2017

Annual return

0.96%

-13.99 pp from 2017

Benchmarks

See 5,259 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,259 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$48.76M

Not enough data

1 years with asset history on file

Average account balance

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

$138K

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.

354

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.

83.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.89M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+13.17%

Not enough data

1 years with return on file

Admin fee / account holder

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

$302

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 5 by compensation

Provider	Service type	Compensation
RETIREMENT STRATEGIES, INC.4+ years Service code 15 · EIN 58-2380163	Recordkeeping	$18,472
CHARLESTON ENT ASSOCIATES, LLC1 year Service code 35 · EIN 58-2281023	Employee (plan sponsor)	$10,050
BKD, LLP1 year Filed as: DIXON HUGHES GOODMAN Service code 15 · EIN 56-0747981	Recordkeeping	$4,750
MESIROW FINANCIAL INVESTMENT MANAGE2 years Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849	Advisory (Plan)	$4,120
TRANSAMERICA RETIREMENT SOLUTIONS1 year Filed as: TRANSAMERICA LIFE INSURACNE Service code 15 · EIN 39-0989781	Recordkeeping	$515

Plan features & details

Pension benefit codes2A2E2F2J2T3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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).
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$17K

$73 / participant

Other / not subdivided$17K100.0%

% of EOY assets

0.099%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: DIXON HUGHES GOODMAN, LLP
Auditor EIN: 560747981
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$61,989

$47,977+29.2%

$154,114-59.8%

$56,287+10.1%

Participation rate

93.7%

66.2%+27.5pp

83.0%+10.7pp

69.9%+23.8pp

Annual return

0.96%

3.54%-2.6pp

735.16%-734.2pp

-9.96%+10.9pp

Employer contribution / active EE

$5,028

$2,169+131.8%

$5,298-5.1%

$2,111+138.2%

Participant deferral / active EE

$3,718

$2,392+55.5%

$5,081-26.8%

$3,350+11.0%

Admin fee / account holder

$61

$438-86.0%

$13,411-99.5%

$521-88.2%

Provider

Service type

Compensation

RETIREMENT STRATEGIES, INC.4+ years

Service code 15 · EIN 58-2380163

Recordkeeping

$18,472

CHARLESTON ENT ASSOCIATES, LLC1 year

Service code 35 · EIN 58-2281023

Employee (plan sponsor)

$10,050

BKD, LLP1 year

Filed as: DIXON HUGHES GOODMAN

Service code 15 · EIN 56-0747981

Recordkeeping

$4,750

MESIROW FINANCIAL INVESTMENT MANAGE2 years

Filed as: MESIROW FINANCIAL, INC.

Service code 27 · EIN 36-3194849

Advisory (Plan)

$4,120

TRANSAMERICA RETIREMENT SOLUTIONS1 year

Filed as: TRANSAMERICA LIFE INSURACNE

Service code 15 · EIN 39-0989781

Recordkeeping

$515

CHARLESTON ENT ASSOCIATES, L. L. C. PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHARLESTON ENT ASSOCIATES, L. L. C. PROFIT SHARING 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