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 (2020) 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 2020

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

Other plans on this EIN

1 filing

#001Retirement-$6.1M assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.6M

+15.4% from 2019

Total participants

0.0% from 2019

Average account balance

$406,015

+15.4% from 2019

Annual return

9.05%

-14.46 pp from 2019

Benchmarks

See 32,149 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort32,149 peers

Snapshot2020

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

$406,015

$197,637+105.4%

$177,848+128.3%

$158,982+155.4%

Participation rate

100.0%

88.5%+11.5pp

87.7%+12.3pp

82.0%+18.0pp

Annual return

9.05%

58.77%-49.7pp

48.33%-39.3pp

302.99%-293.9pp

Employer contribution / active EE

$9,750

$6,698+45.6%

$5,919+64.7%

$4,763+104.7%

Participant deferral / active EE

$12,750

$8,405+51.7%

$7,714+65.3%

$5,983+113.1%

Admin fee / account holder

$15,406-100.0%

$12,431-100.0%

$11,252-100.0%

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