Retirement plan

BLANTON TURNER RETIREMENT PLAN

Name: B-T WASHINGTON, LLC DBA BLANTON TURNER - BLANTON TURNER RETIREMENT PLAN (2024) Form 5500
Creator: B-T WASHINGTON, LLC DBA BLANTON TURNER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BLANTON TURNER RETIREMENT PLAN, B-T WASHINGTON, LLC DBA BLANTON TURNER

B-T WASHINGTON, LLC DBA BLANTON TURNEREIN 80-0720012Plan #001PY 2024

159 S. JACKSON ST., SUITE 320 - SEATTLE, WA 98104206-973-1983

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$10.2M

+21.3% from 2023

Total participants

278

+5.3% from 2023

Average account balance

$50,322

+15.3% from 2023

Annual return

14.41%

-3.95 pp from 2023

Benchmarks

See 1,092 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants100-249

Cohort1,092 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.16M

Not enough data

1 years with asset history on file

Average account balance

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

$50K

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.

202

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.

64.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.22M

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

+14.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$261

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 4 by compensation

Provider	Service type	Compensation
DOHJ LLC1 year Filed as: DOHJ LLC DBA VINOBLE GROUP Service code 27	Advisory (Plan)	$27,506
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64	Recordkeeping Fees	$17,551
HUNNEX AND SHOEMAKER, INC.1 year Filed as: HUNNEX AND SHOEMAKER INC Service code 13	Contract Administrator	$7,541
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28	Investment Management	$1,483

Plan features & details

Pension benefit codes2E2F2J2K2G3D

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.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$53K

$249 / participant

Investment mgmt$53K100.0%

% of EOY assets

0.519%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CORDELL, NEHER, COMPANY PLLC
Auditor EIN: 910950793
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$50,322

$73,459-31.5%

$178,528-71.8%

$74,429-32.4%

Participation rate

64.2%

66.5%-2.4pp

77.1%-12.9pp

67.2%-3.1pp

Annual return

14.41%

17.50%-3.1pp

27.11%-12.7pp

1368.38%-1354.0pp

Employer contribution / active EE

$2,171

$2,219-2.2%

$3,950-45.0%

$2,625-17.3%

Participant deferral / active EE

$3,576

$4,515-20.8%

$6,278-43.0%

$4,348-17.8%

Admin fee / account holder

$261

$1,812-85.6%

$10,419-97.5%

$1,944-86.6%

Provider

Service type

Compensation

DOHJ LLC1 year

Filed as: DOHJ LLC DBA VINOBLE GROUP

Service code 27

Advisory (Plan)

$27,506

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Filed as: EMPOWER ANNUITY INSURANCE COMPANY

Service code 64

Recordkeeping Fees

$17,551

HUNNEX AND SHOEMAKER, INC.1 year

Filed as: HUNNEX AND SHOEMAKER INC

Service code 13

Contract Administrator

$7,541

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: EMPOWER ADVISORY GROUP, LLC

Service code 28

Investment Management

$1,483

BLANTON TURNER RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BLANTON TURNER 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