Retirement plan

BARTELT ENGINEERING 401(K) PLAN

Name: BARTELT ENGINEERING - BARTELT ENGINEERING 401(K) PLAN (2023) Form 5500
Creator: BARTELT ENGINEERING
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BARTELT ENGINEERING 401(K) PLAN, BARTELT ENGINEERING

BARTELT ENGINEERINGEIN 68-0337986Plan #001PY 2023

1303 JEFFERSON STREET, SUITE 200B - NAPA, CA 94559707-258-1301barteltengineering.comLinkedIn1-10 employeescivil engineering

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.1M

+38.0% from 2022

Total participants

0.0% from 2022

Average account balance

$113,664

+51.8% from 2022

Annual return

22.11%

+45.32 pp from 2022

Benchmarks

See 139,707 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort139,707 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.47M

Not enough data

1 years with asset history on file

Average account balance

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

$134K

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.

122.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$155K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+15.67%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J2F2G3D3B

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$11K

$1219 / participant

Other / not subdivided$11K100.0%

% of EOY assets

0.965%

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

$113,664

$148,629-23.5%

$135,982-16.4%

$139,487-18.5%

Participation rate

77.8%

83.9%-6.1pp

81.9%-4.1pp

80.3%-2.6pp

Annual return

22.11%

79.33%-57.2pp

68.32%-46.2pp

373.84%-351.7pp

Employer contribution / active EE

$2,660

$5,247-49.3%

$4,859-45.3%

$4,755-44.1%

Participant deferral / active EE

$13,113

$8,102+61.8%

$7,760+69.0%

$6,713+95.3%

Admin fee / account holder

$1,097

$12,406-91.2%

$10,767-89.8%

$11,407-90.4%

BARTELT ENGINEERING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BARTELT ENGINEERING 401(K) 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