Retirement plan

HUMAN CAPITAL CONSULTANTS, LLC 401(K) P/S PLAN

Name: HUMAN CAPITAL CONSULTANTS, LLC - HUMAN CAPITAL CONSULTANTS, LLC 401(K) P/S PLAN (2023) Form 5500
Creator: HUMAN CAPITAL CONSULTANTS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HUMAN CAPITAL CONSULTANTS, LLC 401(K) P/S PLAN, HUMAN CAPITAL CONSULTANTS, LLC

HUMAN CAPITAL CONSULTANTS, LLCEIN 92-0195679Plan #001PY 2023

4201 WILSON BLVD, SUITE 320 - ARLINGTON, VA 22203202-601-1080humancapitalllc.comLinkedIn11-50 employeeshuman resources

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$1.2M

+26.8% from 2022

Total participants

-11.1% from 2022

Average account balance

$230,608

+26.8% from 2022

Annual return

15.65%

+33.80 pp from 2022

Benchmarks

See 18,480 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort18,480 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.34M

Not enough data

1 years with asset history on file

Average account balance

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

$192K

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.

85.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$107K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+7.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1550

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

2 tripped

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

$9K

$1223 / participant

Other / not subdivided$9K100.0%

% of EOY assets

0.742%

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

$230,608

$96,388+139.3%

$80,627+186.0%

$139,466+65.4%

Participation rate

57.1%

73.6%-16.5pp

67.0%-9.9pp

80.3%-23.2pp

Annual return

15.65%

1352.08%-1336.4pp

936.76%-921.1pp

373.66%-358.0pp

Employer contribution / active EE

$3,553

$3,260+9.0%

$2,723+30.5%

$4,754-25.3%

Participant deferral / active EE

$11,020

$5,224+110.9%

$4,443+148.0%

$6,712+64.2%

Admin fee / account holder

$1,712

$6,603-74.1%

$5,381-68.2%

$11,409-85.0%

HUMAN CAPITAL CONSULTANTS, LLC 401(K) P/S PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HUMAN CAPITAL CONSULTANTS, LLC 401(K) P/S 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