Retirement plan

BRUCE A LEFAVI ANNUITIES 401K PROFIT SHARING PLAN AND TRUST

Name: BRUCE A LEFAVI ANNUITIES - BRUCE A LEFAVI ANNUITIES 401K PROFIT SHARING PLAN AND TRUST (2019) Form 5500
Creator: BRUCE A LEFAVI ANNUITIES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRUCE A LEFAVI ANNUITIES 401K PROFIT SHARING PLAN AND TRUST, BRUCE A LEFAVI ANNUITIES

BRUCE A LEFAVI ANNUITIESEIN 87-0423407Plan #001PY 2019

2323 FOOTHILL DR STE 100 - SALT LAKE CITY, UT 84109801-478-8557

Prospect flagsHigh fees

Top hat statement on fileNQDC

Filed June 24, 2026

Plan administrator

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2323 S. Foothill Drive #100

Salt Lake City, UT 84109

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Plans declared (1)

Lefavi Wealth Management, Inc. Phantom Stock Plan2 emp

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Total assets (EOY)

$1.2M

-8.1% from 2018

Total participants

-30.8% from 2018

Average account balance

$69,793

+40.5% from 2018

Annual return

24.30%

+28.79 pp from 2018

Benchmarks

See 31,993 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort31,993 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.09M

Not enough data

1 years with asset history on file

Average account balance

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

$155K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$138K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+17.68%

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

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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 codes2E2F2G2J2T3D

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.
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

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

$551K

$39345 / participant

Other / not subdivided$551K100.0%

% of EOY assets

46.425%

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

$69,793

$183,978-62.1%

$162,171-57.0%

$152,885-54.3%

Participation rate

92.9%

88.5%+4.4pp

87.6%+5.3pp

82.5%+10.4pp

Annual return

24.30%

150.78%-126.5pp

115.60%-91.3pp

345.39%-321.1pp

Employer contribution / active EE

$2,767

$6,370-56.6%

$5,613-50.7%

$4,763-41.9%

Participant deferral / active EE

$6,184

$8,033-23.0%

$7,297-15.3%

$5,851+5.7%

Admin fee / account holder

$32,401

$13,122+146.9%

$10,843+198.8%

$11,598+179.4%

BRUCE A LEFAVI ANNUITIES 401K PROFIT SHARING PLAN AND TRUST

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BRUCE A LEFAVI ANNUITIES 401K PROFIT SHARING PLAN AND TRUST

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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