Retirement plan

DTB FIRE PROTECTION, 401(K) PROFIT SHARING PLAN

Name: DTB FIRE PROTECTION - DTB FIRE PROTECTION, 401(K) PROFIT SHARING PLAN (2023) Form 5500
Creator: DTB FIRE PROTECTION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DTB FIRE PROTECTION, 401(K) PROFIT SHARING PLAN, DTB FIRE PROTECTION

DTB FIRE PROTECTIONEIN 83-1576376Plan #001PY 2023

1750 COSTNER, UNIT A - WARRINGTON, PA 18976215-469-3717

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$172K

+37.9% from 2022

Total participants

0.0% from 2022

Average account balance

$10,743

+12.0% from 2022

Annual return

18.59%

+43.11 pp from 2022

Benchmarks

See 18,480 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort18,480 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$224K

Not enough data

1 years with asset history on file

Average account balance

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

$12K

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.

172.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$36K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+10.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$102

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 codes2E2J2F2G2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

$9K

$1049 / participant

Other / not subdivided$9K100.0%

% of EOY assets

5.492%

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

$10,743

$96,388-88.9%

$80,627-86.7%

$139,466-92.3%

Participation rate

100.0%

73.6%+26.4pp

67.0%+33.0pp

80.3%+19.7pp

Annual return

18.59%

1352.08%-1333.5pp

936.76%-918.2pp

373.66%-355.1pp

Employer contribution / active EE

$2,451

$3,260-24.8%

$2,723-10.0%

$4,754-48.4%

Participant deferral / active EE

$1,172

$5,224-77.6%

$4,443-73.6%

$6,712-82.5%

Admin fee / account holder

$590

$6,603-91.1%

$5,381-89.0%

$11,409-94.8%

DTB FIRE PROTECTION, 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DTB FIRE PROTECTION, 401(K) PROFIT SHARING 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