Retirement plan

HAND ARENDALL HARRISON SALE LLC RETIREMENT PLAN AND TRUST

Name: HAND ARENDALL HARRISON SALE LLC - HAND ARENDALL HARRISON SALE LLC RETIREMENT PLAN AND TRUST (2024) Form 5500
Creator: HAND ARENDALL HARRISON SALE LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HAND ARENDALL HARRISON SALE LLC RETIREMENT PLAN AND TRUST, HAND ARENDALL HARRISON SALE LLC

HAND ARENDALL HARRISON SALE LLCEIN 63-0259798Plan #001PY 2024

104 SAINT FRANCIS STREET, SUITE 300 - MOBILE, AL 36532251-694-6290hsmclaw.comLinkedIn51-200 employeeslaw practice

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$106.9M

+4.7% from 2023

Total participants

224

+0.9% from 2023

Average account balance

$504,274

+8.1% from 2023

Annual return

13.13%

-5.83 pp from 2023

Benchmarks

See 6,296 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort6,296 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$106.91M

Not enough data

1 years with asset history on file

Average account balance

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

$504K

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.

212

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.

92.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.35M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+13.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$226

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 2 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930	Recordkeeping	$48,681
CHARLES SCHWAB & CO., INC.1 year Service code 99	Other Fees	$0

Plan features & details

Pension benefit codes2E2F2G2J2R2T3B3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$48K

$289 / participant

Other / not subdivided$48K100.0%

% of EOY assets

0.045%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: WARREN AVERETT, LLC
Auditor EIN: 454084437
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$504,274

$101,499+396.8%

$147,005+243.0%

$74,546+576.5%

Participation rate

92.8%

75.5%+17.2pp

82.2%+10.6pp

67.2%+25.6pp

Annual return

13.13%

8732.34%-8719.2pp

418.76%-405.6pp

1366.03%-1352.9pp

Employer contribution / active EE

$10,935

$3,811+186.9%

$4,934+121.6%

$2,624+316.7%

Participant deferral / active EE

$9,275

$7,304+27.0%

$8,070+14.9%

$4,347+113.4%

Admin fee / account holder

$226

$1,748-87.1%

$13,006-98.3%

$1,944-88.4%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.10+ years

Service code 15 · EIN 23-1945930

Recordkeeping

$48,681

CHARLES SCHWAB & CO., INC.1 year

Service code 99

Other Fees

HAND ARENDALL HARRISON SALE LLC RETIREMENT PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HAND ARENDALL HARRISON SALE LLC RETIREMENT 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