Retirement plan

ALFRED CONHAGEN, INC. 401(K) PROFIT SHARING PLAN

Name: ALFRED CONHAGEN, INC. OF LA - ALFRED CONHAGEN, INC. 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: ALFRED CONHAGEN, INC. OF LA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALFRED CONHAGEN, INC. 401(K) PROFIT SHARING PLAN, ALFRED CONHAGEN, INC. OF LA

ALFRED CONHAGEN, INC. OF LAEIN 72-1340892Plan #003PY 2020

2555 SEVERN AVENUE, SUITE 105 - METAIRIE, LA 70002504-229-7766

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$10.2M

-0.5% from 2019

Total participants

177

-1.1% from 2019

Average account balance

$76,175

+3.2% from 2019

Annual return

12.96%

-309.17 pp from 2019

Benchmarks

See 1,687 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,687 peers

Snapshot2020

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-100.00%

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

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
RITHOLTZ WEALTH MANAGEMENT LLC2+ years Filed as: RITHOLTZ WEALTH MANAGEMENT Service code 15 16589 BEAR CLUB COURT · FT. MYERS, FL 33902	Recordkeeping	$37,615
BENEFIT PLANS ADMIN SERVICES, INC.2+ years Filed as: BENEFIT PLAN ADMIN SERVICES, INC. Service code 15 · EIN 16-1503696	Recordkeeping	$31,476

Plan features & details

Pension benefit codes2E2F2G2J3D3H2T2K

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$69K

$476 / participant

Investment mgmt$61K88.6%
Contract admin$2K3.6%
Other / not subdivided$5K7.8%

% of EOY assets

0.676%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: LAWSON, RESCINIO AND SCHIBEL
Auditor EIN: 223193482
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$76,175

$66,124+15.2%

$90,404-15.7%

$73,488+3.7%

Participation rate

70.3%

69.7%+0.7pp

72.7%-2.3pp

70.7%-0.3pp

Annual return

12.96%

17.65%-4.7pp

1293.02%-1280.1pp

28.51%-15.6pp

Employer contribution / active EE

$2,880

$2,346+22.7%

$3,262-11.7%

$2,270+26.9%

Participant deferral / active EE

$2,943

$3,039-3.2%

$3,963-25.8%

$3,740-21.3%

Admin fee / account holder

$515

$396+30.0%

$5,611-90.8%

$513+0.4%

Provider

Service type

Compensation

RITHOLTZ WEALTH MANAGEMENT LLC2+ years

Filed as: RITHOLTZ WEALTH MANAGEMENT

Service code 15

16589 BEAR CLUB COURT · FT. MYERS, FL 33902

Recordkeeping

$37,615

BENEFIT PLANS ADMIN SERVICES, INC.2+ years

Filed as: BENEFIT PLAN ADMIN SERVICES, INC.

Service code 15 · EIN 16-1503696

Recordkeeping

$31,476

ALFRED CONHAGEN, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALFRED CONHAGEN, 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