Retirement plan

AMDUR PRODUCTIONS, INC. 401(K) PROFIT SHARING PLAN

Name: AMDUR PRODUCTIONS, INC. - AMDUR PRODUCTIONS, INC. 401(K) PROFIT SHARING PLAN (2022) Form 5500
Creator: AMDUR PRODUCTIONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMDUR PRODUCTIONS, INC. 401(K) PROFIT SHARING PLAN, AMDUR PRODUCTIONS, INC.

AMDUR PRODUCTIONS, INC.EIN 65-0754502Plan #001PY 2022

2115 GREEN BAY ROAD - HIGHLAND PARK, IL 60035847-926-4300amdurproductions.comLinkedIn11-50 employeesevents services

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$1.9M

-16.6% from 2021

Total participants

+10.0% from 2021

Average account balance

$176,244

-24.2% from 2021

Annual return

-18.04%

-32.65 pp from 2021

Benchmarks

See 8,947 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort8,947 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.63M

Not enough data

1 years with asset history on file

Average account balance

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

$219K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$38K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+13.92%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5447

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 codes2E2F2J3D

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).
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$21K

$5212 / participant

Other / not subdivided$21K100.0%

% of EOY assets

1.075%

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

$176,244

$152,591+15.5%

$117,529+50.0%

$134,545+31.0%

Participation rate

100.0%

77.1%+22.9pp

70.6%+29.4pp

81.2%+18.8pp

Annual return

-18.04%

53.04%-71.1pp

29.77%-47.8pp

418.37%-436.4pp

Employer contribution / active EE

$1,993

$5,576-64.3%

$4,179-52.3%

$4,742-58.0%

Participant deferral / active EE

$6,296

$4,821+30.6%

$4,072+54.6%

$6,401-1.6%

Admin fee / account holder

$1,895

$7,004-72.9%

$5,645-66.4%

$11,431-83.4%

AMDUR PRODUCTIONS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMDUR PRODUCTIONS, INC. 401(K) PROFIT SHARING 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