Retirement plan

FIDUCIARY FINANCIAL PARTNERS, LLC PROFIT SHARING 401(K) PLAN

Name: FIDUCIARY FINANCIAL PARTNERS, LLC - FIDUCIARY FINANCIAL PARTNERS, LLC PROFIT SHARING 401(K) PLAN (2017) Form 5500
Creator: FIDUCIARY FINANCIAL PARTNERS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FIDUCIARY FINANCIAL PARTNERS, LLC PROFIT SHARING 401(K) PLAN, FIDUCIARY FINANCIAL PARTNERS, LLC

FIDUCIARY FINANCIAL PARTNERS, LLCEIN 90-0658332Plan #001PY 2017

778 FRONTAGE ROAD, SUITE 101 - NORTHFIELD, IL 600931209847-501-4622fiduciaryfinancialpartners.comLinkedIn1-10 employeesfinancial services

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$633K

+58.0% from 2016

Total participants

0.0% from 2016

Average account balance

$105,483

+58.0% from 2016

Annual return

19.61%

+2.30 pp from 2016

Benchmarks

See 30,802 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort30,802 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.52M

Not enough data

1 years with asset history on file

Average account balance

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

$218K

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

$157K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$26K

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

+11.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$32

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 codes2E2J3D

Plan features

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.
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).

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

$105,483

$171,867-38.6%

$149,721-29.5%

$147,586-28.5%

Participation rate

100.0%

88.2%+11.8pp

87.1%+12.9pp

82.8%+17.2pp

Annual return

19.61%

2113.36%-2093.8pp

1501.67%-1482.1pp

578.59%-559.0pp

Employer contribution / active EE

$12,213

$6,275+94.6%

$5,444+124.3%

$4,876+150.4%

Participant deferral / active EE

$13,427

$7,270+84.7%

$6,568+104.4%

$5,439+146.9%

Admin fee / account holder

$13,799-100.0%

$11,282-100.0%

$10,886-100.0%

FIDUCIARY FINANCIAL PARTNERS, LLC PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

FIDUCIARY FINANCIAL PARTNERS, LLC PROFIT SHARING 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