Retirement plan

WITTEN ADVISORS L.L.C 401(K) PROFIT SHARING PLAN

Name: WITTEN ADVISORS L.L.C - WITTEN ADVISORS L.L.C 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: WITTEN ADVISORS L.L.C
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WITTEN ADVISORS L.L.C 401(K) PROFIT SHARING PLAN, WITTEN ADVISORS L.L.C

WITTEN ADVISORS L.L.CEIN 75-2969206Plan #002PY 2019

8235 DOUGLAS AVENUE, SUITE 1330 - DALLAS, TX 75225214-360-4561wittenadvisors.comLinkedIn1-10 employeescommercial real estate

Other plans on this EIN

1 filing

#001Retirement-$5.9M assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.4M

+31.7% from 2018

Total participants

0.0% from 2018

Average account balance

$351,701

+31.7% from 2018

Annual return

23.50%

+30.40 pp from 2018

Benchmarks

See 31,989 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort31,989 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.30M

Not enough data

1 years with asset history on file

Average account balance

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

$326K

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.

133.3%

Not enough data

1 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

+3.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

$163519

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 codes2E2G2J3D

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.
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.

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

$351,701

$184,000+91.1%

$162,185+116.9%

$152,909+130.0%

Participation rate

100.0%

88.5%+11.5pp

87.6%+12.4pp

82.5%+17.5pp

Annual return

23.50%

150.80%-127.3pp

115.61%-92.1pp

345.46%-322.0pp

Employer contribution / active EE

$9,500

$6,370+49.1%

$5,613+69.2%

$4,764+99.4%

Participant deferral / active EE

$12,312

$8,033+53.3%

$7,297+68.7%

$5,851+110.4%

Admin fee / account holder

$13,124-100.0%

$10,844-100.0%

$11,601-100.0%

WITTEN ADVISORS L.L.C 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

WITTEN ADVISORS L.L.C 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion