Retirement plan

ARDENT MANAGEMENT, LLC 401(K) PLAN

Name: ARDENT MANAGEMENT, LLC - ARDENT MANAGEMENT, LLC 401(K) PLAN (2017) Form 5500
Creator: ARDENT MANAGEMENT, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARDENT MANAGEMENT, LLC 401(K) PLAN, ARDENT MANAGEMENT, LLC

ARDENT MANAGEMENT, LLCEIN 59-2651087Plan #001PY 2017

1601 BELVEDERE ROAD, SUITE 407 SO - WEST PALM BEACH, FL 33406561-689-6601

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.8M

+20.0% from 2016

Total participants

0.0% from 2016

Average account balance

$218,843

-10.0% from 2016

Annual return

14.60%

+5.83 pp from 2016

Benchmarks

See 899 peers

Peer group

Industry55 - Management of Companies and Enterprises

Plan typeDefined contribution

Participants<25

Cohort899 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.03M

Not enough data

1 years with asset history on file

Average account balance

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

$268K

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.

136.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$94K

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

+11.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4887

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 codes2J

Plan features

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.

Opportunity flags

0 tripped

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

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

$218,843

$167,483+30.7%

$115,752+89.1%

$147,586+48.3%

Participation rate

100.0%

81.7%+18.3pp

77.8%+22.2pp

82.8%+17.2pp

Annual return

14.60%

12.11%+2.5pp

19.41%-4.8pp

578.59%-564.0pp

Employer contribution / active EE

$4,326

$4,960-12.8%

$3,492+23.9%

$4,876-11.3%

Participant deferral / active EE

$8,826

$7,037+25.4%

$5,204+69.6%

$5,439+62.3%

Admin fee / account holder

$13,069-100.0%

$6,278-100.0%

$10,886-100.0%

ARDENT MANAGEMENT, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ARDENT MANAGEMENT, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion