Retirement plan

VEBH ARCHITECTS & ASSOCIATES LLC PROFIT SHARING PLAN

Name: VEBH ARCHITECTS AND ASSOCIATES, LLC - VEBH ARCHITECTS & ASSOCIATES LLC PROFIT SHARING PLAN (2024) Form 5500
Creator: VEBH ARCHITECTS AND ASSOCIATES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VEBH ARCHITECTS & ASSOCIATES LLC PROFIT SHARING PLAN, VEBH ARCHITECTS AND ASSOCIATES, LLC

VEBH ARCHITECTS AND ASSOCIATES, LLCdba DBA DRAW COLLECTIVEEIN 87-2651791Plan #001PY 2024

470 WASHINGTON ROAD - PITTSBURGH, PA 15228412-561-7117

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.9M

+20.5% from 2023

Total participants

+11.1% from 2023

Average account balance

$77,602

+8.4% from 2023

Annual return

14.07%

-3.22 pp from 2023

Benchmarks

See 28,896 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort28,896 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.06M

Not enough data

1 years with asset history on file

Average account balance

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

$103K

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.

114.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$599K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+17.15%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2267

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 codes2E2F2G2J2T3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

$372K

$8863 / participant

Other / not subdivided$372K100.0%

% of EOY assets

9.593%

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

$77,602

$102,393-24.2%

$147,041-47.2%

$80,911-4.1%

Participation rate

100.0%

75.9%+24.1pp

82.2%+17.8pp

67.6%+32.4pp

Annual return

14.07%

134.95%-120.9pp

419.21%-405.1pp

35.63%-21.6pp

Employer contribution / active EE

$7,174

$3,715+93.1%

$4,935+45.4%

$2,756+160.3%

Participant deferral / active EE

$6,161

$6,647-7.3%

$8,071-23.7%

$4,297+43.4%

Admin fee / account holder

$7,445

$7,943-6.3%

$13,006-42.8%

$6,935+7.4%

VEBH ARCHITECTS & ASSOCIATES LLC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VEBH ARCHITECTS & ASSOCIATES LLC PROFIT SHARING 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