Retirement plan

ALRENWALD-THERANOVA, LLC 401(K) PLAN

Name: ALRENWALD-THERANOVA, LLC - ALRENWALD-THERANOVA, LLC 401(K) PLAN (2019) Form 5500
Creator: ALRENWALD-THERANOVA, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALRENWALD-THERANOVA, LLC 401(K) PLAN, ALRENWALD-THERANOVA, LLC

ALRENWALD-THERANOVA, LLCEIN 86-1032385Plan #001PY 2019

2359 W. 13TH LANE - YUMA, AZ 85364928-376-6650LinkedIn1-10 employeeshospital & health care

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$125K

+84.3% from 2018

Total participants

0.0% from 2018

Average account balance

$62,584

+84.3% from 2018

Annual return

33.80%

+37.81 pp from 2018

Benchmarks

See 104,301 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,301 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$441K

Not enough data

1 years with asset history on file

Average account balance

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

$20K

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.

122.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$94K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+9.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

$942

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 codes2F2G2J2R2T

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

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

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

$62,584

$202,342-69.1%

$172,753-63.8%

$152,909-59.1%

Participation rate

25.0%

87.1%-62.1pp

82.6%-57.6pp

82.5%-57.5pp

Annual return

33.80%

1029.88%-996.1pp

803.00%-769.2pp

345.46%-311.7pp

Employer contribution / active EE

$5,857-100.0%

$5,144-100.0%

$4,764-100.0%

Participant deferral / active EE

$4,287

$5,948-27.9%

$5,198-17.5%

$5,851-26.7%

Admin fee / account holder

$17,112-100.0%

$13,956-100.0%

$11,601-100.0%

ALRENWALD-THERANOVA, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ALRENWALD-THERANOVA, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion