Retirement plan

THE LESTER M. AND SALLY ENTIN FOUNDATION 401 (K) PROFIT SHARING PLAN

Name: LESTER M & SALLY ENTIN FOUNDATION - THE LESTER M. AND SALLY ENTIN FOUNDATION 401 (K) PROFIT SHARING PLAN (2018) Form 5500
Creator: LESTER M & SALLY ENTIN FOUNDATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE LESTER M. AND SALLY ENTIN FOUNDATION 401 (K) PROFIT SHARING PLAN, LESTER M & SALLY ENTIN FOUNDATION

LESTER M & SALLY ENTIN FOUNDATIONEIN 65-0758118Plan #001PY 2018

POST OFFICE BOX 1700 - LIVINGSTON, NJ 07039973-773-1010

Prospect flagsHigh feesLow participationHigh assets / participant

How to read this page

Total assets (EOY)

$810K

-0.8% from 2017

Total participants

0.0% from 2017

Average account balance

$405,223

-0.8% from 2017

Annual return

-8.02%

-23.32 pp from 2017

Benchmarks

See 33,727 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort33,727 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.43M

Not enough data

1 years with asset history on file

Average account balance

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

$1.2M

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.

66.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$78K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$26K

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

+19.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2474

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 codes2E2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$2K

$803 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.297%

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

$405,223

$90,606+347.2%

$79,466+409.9%

$135,379+199.3%

Participation rate

66.7%

76.0%-9.4pp

73.3%-6.7pp

82.6%-16.0pp

Annual return

-8.02%

977.69%-985.7pp

718.28%-726.3pp

519.79%-527.8pp

Employer contribution / active EE

$3,333

$3,068+8.7%

$2,800+19.0%

$4,779-30.2%

Participant deferral / active EE

$16,333

$4,050+303.3%

$3,704+341.0%

$5,609+191.2%

Admin fee / account holder

$1,204

$5,895-79.6%

$5,104-76.4%

$10,828-88.9%

THE LESTER M. AND SALLY ENTIN FOUNDATION 401 (K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE LESTER M. AND SALLY ENTIN FOUNDATION 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