Retirement plan

DAVID TENOR CORPORATION RETIREMENT PLAN

Name: DAVID TENOR CORPORATION - DAVID TENOR CORPORATION RETIREMENT PLAN (2024) Form 5500
Creator: DAVID TENOR CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DAVID TENOR CORPORATION RETIREMENT PLAN, DAVID TENOR CORPORATION

DAVID TENOR CORPORATIONEIN 80-0177320Plan #001PY 2024

1651 BROOKFIELD AVE, SUITE 12 - GREEN BAY, WI 54313920-360-9246LinkedIn11-50 employeesutilities

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$999K

-4.1% from 2023

Total participants

+12.5% from 2023

Average account balance

$37,004

-14.8% from 2023

Annual return

11.95%

-6.00 pp from 2023

Benchmarks

See 1,939 peers

Peer group

Industry22 - Utilities

Plan typeDefined contribution

Participants<25

Cohort1,939 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$999K

Not enough data

1 years with asset history on file

Average account balance

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

$37K

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.

135.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$115K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+11.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10562

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 codes2E2F2G2J2T3D

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.
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

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

$285K

$14259 / participant

Other / not subdivided$285K100.0%

% of EOY assets

28.543%

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

$37,004

$97,078-61.9%

$103,065-64.1%

$145,897-74.6%

Participation rate

100.0%

81.1%+18.9pp

80.6%+19.4pp

80.3%+19.7pp

Annual return

11.95%

25.49%-13.5pp

23.95%-12.0pp

552.29%-540.3pp

Employer contribution / active EE

$2,734

$4,680-41.6%

$4,675-41.5%

$4,663-41.4%

Participant deferral / active EE

$3,015

$6,601-54.3%

$6,625-54.5%

$6,689-54.9%

Admin fee / account holder

$10,562

$12,505-15.5%

$9,349+13.0%

$13,390-21.1%

DAVID TENOR CORPORATION RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DAVID TENOR CORPORATION RETIREMENT 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