Retirement plan

SUNDAY HOSPITALITY 401(K) PLAN

Name: WHEELBARROW TODD LLC DBA SUNDAY HOSPITALITY - SUNDAY HOSPITALITY 401(K) PLAN (2023) Form 5500
Creator: WHEELBARROW TODD LLC DBA SUNDAY HOSPITALITY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SUNDAY HOSPITALITY 401(K) PLAN, WHEELBARROW TODD LLC DBA SUNDAY HOSPITALITY

WHEELBARROW TODD LLC DBA SUNDAY HOSPITALITYEIN 84-2904774Plan #001PY 2023

348 WYTHE AVE. - BROOKLYN, NY 11249347-222-6722

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$535K

+65.1% from 2022

Total participants

475

+22.1% from 2022

Average account balance

$1,127

+35.2% from 2022

Annual return

14.82%

+37.30 pp from 2022

Benchmarks

See 911 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants250-999

Cohort911 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$769K

Not enough data

1 years with asset history on file

Average account balance

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

$4K

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.

192

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

$275K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+11.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$164

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 1 by compensation

Provider	Service type	Compensation
VESTWELL2 years Service code 13 · EIN 81-3062212 1410 BROADWAY FL 23 · NEW YORK, NY 10018	Contract Administrator	$29,578

Plan features & details

Pension benefit codes2E2F2G2J2S2T3D3H

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$31K

$65 / participant

Recordkeeping$31K100.0%

% of EOY assets

5.745%

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: CURRAN & COMPANY, LLP
Auditor EIN: 273088059
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$1,127

$26,114-95.7%

$58,544-98.1%

$74,440-98.5%

Participation rate

100.0%

32.1%+67.9pp

50.9%+49.1pp

70.7%+29.3pp

Annual return

14.82%

32.51%-17.7pp

4249.56%-4234.7pp

34.37%-19.5pp

Employer contribution / active EE

$536-100.0%

$1,053-100.0%

$2,638-100.0%

Participant deferral / active EE

$521

$1,075-51.5%

$1,923-72.9%

$4,529-88.5%

Admin fee / account holder

$65

$649-90.0%

$2,520-97.4%

$348-81.4%

Provider

Service type

Compensation

VESTWELL2 years

Service code 13 · EIN 81-3062212

1410 BROADWAY FL 23 · NEW YORK, NY 10018

Contract Administrator

$29,578

SUNDAY HOSPITALITY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SUNDAY HOSPITALITY 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