Retirement plan

STRAHL & PITSCH 401(K) PLAN

Name: STRAHL & PITSCH, LLC - STRAHL & PITSCH 401(K) PLAN (2016) Form 5500
Creator: STRAHL & PITSCH, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STRAHL & PITSCH 401(K) PLAN, STRAHL & PITSCH, LLC

STRAHL & PITSCH, LLCEIN 81-1268812Plan #001PY 2016

230 GREAT EAST NECK RD - WEST BABYLON, NY 117047602631-587-9000spwax.comLinkedIn51-200 employeescosmetics

Prospect flagsHigh fees

Top hat statement on fileNQDC

Filed January 21, 2020

Plan administrator

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230 Great East Neck Road

West Babylon, NY 11704

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Plans declared (1)

Strahl & Pitsch LLC The Executive Nonqualified Excess Plan5 emp

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Total assets (EOY)

$4.5M

No prior year

Total participants

No prior year

Average account balance

$79,698

No prior year

Annual return

9.28%

No prior year

Benchmarks

See 6,045 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort6,045 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.75M

Not enough data

1 years with asset history on file

Average account balance

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

$174K

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.

127.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$352K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+37.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2925

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

$42K

$767 / participant

Other / not subdivided$42K100.0%

% of EOY assets

0.945%

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

$79,698

$58,828+35.5%

$78,002+2.2%

$62,881+26.7%

Participation rate

92.7%

71.1%+21.7pp

75.5%+17.2pp

69.3%+23.4pp

Annual return

9.28%

17.16%-7.9pp

425.99%-416.7pp

20.14%-10.9pp

Employer contribution / active EE

$681

$1,672-59.3%

$2,470-72.4%

$2,281-70.1%

Participant deferral / active EE

$6,670

$2,686+148.4%

$3,497+90.7%

$3,203+108.2%

Admin fee / account holder

$753

$4,393-82.9%

$5,481-86.3%

$4,296-82.5%

STRAHL & PITSCH 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STRAHL & PITSCH 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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