Retirement plan

GDC ARCHITECTS-ENGINEERS, LLC 401K PLAN

Name: GDC ARCHITECTS-ENGINEERS, LLC - GDC ARCHITECTS-ENGINEERS, LLC 401K PLAN (2023) Form 5500
Creator: GDC ARCHITECTS-ENGINEERS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GDC ARCHITECTS-ENGINEERS, LLC 401K PLAN, GDC ARCHITECTS-ENGINEERS, LLC

GDC ARCHITECTS-ENGINEERS, LLCEIN 84-5071475Plan #001PY 2023

502 NW 2ND STREET - OKEECHOBEE, FL 34972772-286-4841

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$261K

+123.6% from 2022

Total participants

+7.7% from 2022

Average account balance

$23,683

+123.6% from 2022

Annual return

21.75%

+21.75 pp from 2022

Benchmarks

See 139,766 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort139,766 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$538K

Not enough data

1 years with asset history on file

Average account balance

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

$45K

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.

109.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$90K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+19.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$489

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 codes2D2E2J2T3D

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
2E
Profit-sharing
Profit-sharing plan.
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.
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.

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

$3K

$179 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.962%

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

$23,683

$148,623-84.1%

$135,974-82.6%

$139,466-83.0%

Participation rate

78.6%

83.9%-5.3pp

81.9%-3.3pp

80.3%-1.8pp

Annual return

21.75%

79.30%-57.5pp

68.30%-46.6pp

373.66%-351.9pp

Employer contribution / active EE

$1,890

$5,246-64.0%

$4,859-61.1%

$4,754-60.2%

Participant deferral / active EE

$6,585

$8,103-18.7%

$7,760-15.1%

$6,712-1.9%

Admin fee / account holder

$228

$12,406-98.2%

$10,767-97.9%

$11,409-98.0%

GDC ARCHITECTS-ENGINEERS, LLC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GDC ARCHITECTS-ENGINEERS, LLC 401K 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