Retirement plan

HART HOUSE 401(K)

Name: HART HOUSE - HART HOUSE 401(K) (2023) Form 5500
Creator: HART HOUSE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HART HOUSE 401(K), HART HOUSE

HART HOUSEEIN 84-5021625Plan #001PY 2023

8939 S SEPULVEDA BLVD, SUITE 110 #1014 - WESTCHESTER, CA 90045714-594-8252myharthouse.comLinkedIn51-200 employeeshospitality

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$230K

+1273.7% from 2022

Total participants

+100.0% from 2022

Average account balance

$2,502

+586.8% from 2022

Annual return

364.20%

+364.20 pp from 2022

Benchmarks

See 6,173 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants25-99

Cohort6,173 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-0.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2F2G2J3D

Plan features

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

$20K

$401 / participant

Other / not subdivided$20K100.0%

% of EOY assets

8.719%

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

$2,502

$27,924-91.0%

$58,544-95.7%

$75,181-96.7%

Participation rate

100.0%

38.8%+61.2pp

50.9%+49.1pp

67.2%+32.8pp

Annual return

364.20%

44.20%+320.0pp

4249.56%-3885.4pp

160.69%+203.5pp

Employer contribution / active EE

$2,174

$669+225.0%

$1,053+106.5%

$2,671-18.6%

Participant deferral / active EE

$1,200

$1,202-0.1%

$1,923-37.6%

$4,126-70.9%

Admin fee / account holder

$218

$1,726-87.4%

$2,520-91.3%

$5,650-96.1%

HART HOUSE 401(K)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HART HOUSE 401(K)

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