Retirement plan

THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

Name: THE HARTWELL CORPORATION - THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN (2023) Form 5500
Creator: THE HARTWELL CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN, THE HARTWELL CORPORATION

THE HARTWELL CORPORATIONEIN 82-0257435Plan #002PY 2023

1084 N. SKYLINE DRIVE - IDAHO FALLS, ID 83402208-522-5656thehartwellcorp.comLinkedIn51-200 employeesinsurance

Other plans on this EIN

1 filing

#001Retirement-$6.0M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$18.4M

+14.4% from 2022

Total participants

+32.3% from 2022

Average account balance

$218,476

-16.9% from 2022

Annual return

14.38%

-1.04 pp from 2022

Benchmarks

See 7,176 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants25-99

Cohort7,176 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$20.71M

Not enough data

1 years with asset history on file

Average account balance

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

$209K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.25M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+10.65%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8563

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 codes2E2K2I2O3I

Plan features

2E
Profit-sharing
Profit-sharing plan.
2I
Stock bonus
Stock bonus plan.
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.
2O
ESOP other than a leveraged ESOP
Employee stock ownership plan that is not leveraged.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

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

$465K

$6205 / participant

Other / not subdivided$465K100.0%

% of EOY assets

2.536%

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

$218,476

$125,797+73.7%

$170,057+28.5%

$75,177+190.6%

Participation rate

97.3%

83.6%+13.7pp

87.0%+10.3pp

67.2%+30.1pp

Annual return

14.38%

27.20%-12.8pp

53.42%-39.0pp

160.75%-146.4pp

Employer contribution / active EE

$6,205

$4,616+34.4%

$6,790-8.6%

$2,671+132.3%

Participant deferral / active EE

$6,838-100.0%

$10,411-100.0%

$4,126-100.0%

Admin fee / account holder

$5,540

$8,177-32.2%

$12,826-56.8%

$5,651-2.0%

THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP 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