Retirement plan

JACOB EVANS KITCHEN AND BATH 401(K) PLAN

Name: JACOB EVANS KITCHEN AND BATH - JACOB EVANS KITCHEN AND BATH 401(K) PLAN (2024) Form 5500
Creator: JACOB EVANS KITCHEN AND BATH
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JACOB EVANS KITCHEN AND BATH 401(K) PLAN, JACOB EVANS KITCHEN AND BATH

JACOB EVANS KITCHEN AND BATHEIN 77-0708723Plan #001PY 2024

450 SOUTH MAIN STREET - PITTSBURGH, PA 15205412-922-1200jacobevans.comLinkedIn1-10 employeesindividual & family services

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$399K

+16.4% from 2023

Total participants

+40.0% from 2023

Average account balance

$66,466

-3.0% from 2023

Annual return

9.61%

-5.18 pp from 2023

Benchmarks

See 22,321 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort22,321 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$399K

Not enough data

1 years with asset history on file

Average account balance

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

$66K

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.

85.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$23K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+9.61%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17

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 codes2E2G2J2T3D

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.
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.

Opportunity flags

1 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$100

$14 / participant

Other / not subdivided$100100.0%

% of EOY assets

0.025%

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

$66,466

$111,785-40.5%

$93,669-29.0%

$145,877-54.4%

Participation rate

85.7%

74.2%+11.5pp

68.7%+17.0pp

80.3%+5.4pp

Annual return

9.61%

203.79%-194.2pp

133.59%-124.0pp

551.28%-541.7pp

Employer contribution / active EE

$2,624

$3,096-15.2%

$2,424+8.3%

$4,663-43.7%

Participant deferral / active EE

$698

$4,919-85.8%

$4,416-84.2%

$6,691-89.6%

Admin fee / account holder

$17

$10,256-99.8%

$8,291-99.8%

$13,402-99.9%

JACOB EVANS KITCHEN AND BATH 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JACOB EVANS KITCHEN AND BATH 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