Retirement plan

HUISKAMP COLLINS INVESTMENTS, LLC 401(K) PLAN

Name: HUISKAMP COLLINS INVESTMENTS, LLC - HUISKAMP COLLINS INVESTMENTS, LLC 401(K) PLAN (2022) Form 5500
Creator: HUISKAMP COLLINS INVESTMENTS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HUISKAMP COLLINS INVESTMENTS, LLC 401(K) PLAN, HUISKAMP COLLINS INVESTMENTS, LLC

HUISKAMP COLLINS INVESTMENTS, LLCEIN 82-0873755Plan #001PY 2022

2209 FALCON AVE - BETTENDORF, IA 52722563-949-4705LinkedIn1-10 employees

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$121K

+11.6% from 2021

Total participants

0.0% from 2021

Average account balance

$121,217

+11.6% from 2021

Annual return

-16.04%

-44.35 pp from 2021

Benchmarks

See 35,220 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort35,220 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$537K

Not enough data

1 years with asset history on file

Average account balance

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

$134K

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

$85K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+27.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

$81

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 codes2E2J2F2G3D

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.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$20

$20 / participant

Other / not subdivided$20100.0%

% of EOY assets

0.016%

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

$121,217

$167,504-27.6%

$151,628-20.1%

$134,509-9.9%

Participation rate

100.0%

88.4%+11.6pp

87.5%+12.5pp

81.2%+18.8pp

Annual return

-16.04%

7.81%-23.8pp

3.34%-19.4pp

418.13%-434.2pp

Employer contribution / active EE

$3,060

$6,828-55.2%

$6,165-50.4%

$4,741-35.4%

Participant deferral / active EE

$27,000

$8,985+200.5%

$8,363+222.9%

$6,400+321.9%

Admin fee / account holder

$20

$13,779-99.9%

$11,613-99.8%

$11,427-99.8%

HUISKAMP COLLINS INVESTMENTS, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HUISKAMP COLLINS INVESTMENTS, LLC 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